WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,828,225 | +1.7% | 23,421 | +3.7% | 0.26% | +8.0% |
| Q2 2023 | $1,797,168 | +5.8% | 22,589 | +9.4% | 0.24% | +3.0% |
| Q1 2023 | $1,698,036 | +6.3% | 20,640 | +11.2% | 0.23% | +3.1% |
| Q4 2022 | $1,597,779 | +19.5% | 18,566 | +5.3% | 0.22% | +9.3% |
| Q3 2022 | $1,337,000 | -11.3% | 17,638 | -3.7% | 0.20% | -5.6% |
| Q2 2022 | $1,507,000 | -11.6% | 18,315 | -5.4% | 0.22% | +2.9% |
| Q1 2022 | $1,704,000 | +13.8% | 19,352 | +6.6% | 0.21% | +21.4% |
| Q4 2021 | $1,498,000 | +19.7% | 18,150 | +11.7% | 0.17% | +13.8% |
| Q3 2021 | $1,251,000 | -6.2% | 16,252 | -4.6% | 0.15% | -3.2% |
| Q2 2021 | $1,333,000 | -2.3% | 17,042 | -4.7% | 0.16% | -7.6% |
| Q1 2021 | $1,364,000 | -5.3% | 17,880 | -13.9% | 0.17% | -13.3% |
| Q4 2020 | $1,441,000 | -24.6% | 20,770 | -32.0% | 0.20% | -32.2% |
| Q3 2020 | $1,910,000 | +0.6% | 30,555 | +0.2% | 0.29% | -9.4% |
| Q2 2020 | $1,899,000 | +12.3% | 30,480 | +2.0% | 0.32% | -12.6% |
| Q1 2020 | $1,691,000 | -16.1% | 29,890 | +13.9% | 0.36% | +2.8% |
| Q4 2019 | $2,016,000 | +13.7% | 26,249 | +10.2% | 0.36% | +5.3% |
| Q3 2019 | $1,773,000 | +4.9% | 23,815 | +2.5% | 0.34% | +3.7% |
| Q2 2019 | $1,690,000 | +2.4% | 23,230 | +2.0% | 0.32% | -2.4% |
| Q1 2019 | $1,650,000 | +11.9% | 22,765 | +0.6% | 0.33% | +1.5% |
| Q4 2018 | $1,474,000 | -3.0% | 22,630 | +7.5% | 0.33% | +10.1% |
| Q3 2018 | $1,519,000 | +1.1% | 21,060 | -1.9% | 0.30% | +6.4% |
| Q2 2018 | $1,502,000 | +13.8% | 21,475 | +10.8% | 0.28% | +12.9% |
| Q1 2018 | $1,320,000 | -2.6% | 19,380 | +4.2% | 0.25% | +71.0% |
| Q4 2017 | $1,355,000 | +1.7% | 18,605 | -2.4% | 0.14% | -1.4% |
| Q3 2017 | $1,332,000 | +5.6% | 19,055 | +3.3% | 0.15% | +8.1% |
| Q2 2017 | $1,261,000 | +0.2% | 18,440 | +0.4% | 0.14% | -48.7% |
| Q1 2017 | $1,259,000 | -2.6% | 18,375 | -4.3% | 0.26% | -6.4% |
| Q4 2016 | $1,292,000 | -4.3% | 19,200 | -5.4% | 0.28% | -8.1% |
| Q3 2016 | $1,350,000 | -2.0% | 20,300 | -1.7% | 0.31% | -5.2% |
| Q2 2016 | $1,377,000 | +6.3% | 20,645 | +0.9% | 0.32% | +3.8% |
| Q1 2016 | $1,295,000 | +18.5% | 20,470 | +10.7% | 0.31% | +18.6% |
| Q4 2015 | $1,093,000 | +11.6% | 18,495 | +5.0% | 0.26% | +4.3% |
| Q3 2015 | $979,000 | -4.0% | 17,620 | +2.8% | 0.25% | +4.5% |
| Q2 2015 | $1,020,000 | -3.6% | 17,145 | -1.7% | 0.24% | -1.6% |
| Q1 2015 | $1,058,000 | +4.0% | 17,445 | +5.6% | 0.25% | +6.5% |
| Q4 2014 | $1,017,000 | – | 16,520 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |