WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $313,696 | -4.4% | 3,813 | 0.0% | 0.08% | -10.5% |
| Q4 2022 | $328,147 | +13.5% | 3,813 | 0.0% | 0.09% | +4.9% |
| Q3 2022 | $289,000 | -8.0% | 3,813 | 0.0% | 0.08% | -4.7% |
| Q2 2022 | $314,000 | -6.5% | 3,813 | 0.0% | 0.09% | +10.3% |
| Q1 2022 | $336,000 | -9.2% | 3,813 | -14.9% | 0.08% | -8.2% |
| Q4 2021 | $370,000 | +7.2% | 4,483 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $345,000 | -1.7% | 4,483 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $351,000 | +2.6% | 4,483 | 0.0% | 0.09% | +4.8% |
| Q1 2021 | $342,000 | +10.0% | 4,483 | 0.0% | 0.08% | +2.5% |
| Q4 2020 | $311,000 | +11.1% | 4,483 | 0.0% | 0.08% | -3.6% |
| Q3 2020 | $280,000 | +0.4% | 4,483 | 0.0% | 0.08% | -5.6% |
| Q2 2020 | $279,000 | +9.8% | 4,483 | 0.0% | 0.09% | -9.2% |
| Q1 2020 | $254,000 | -5.9% | 4,483 | +27.6% | 0.10% | +19.5% |
| Q4 2019 | $270,000 | +3.1% | 3,513 | 0.0% | 0.08% | -4.7% |
| Q3 2019 | $262,000 | +2.3% | 3,513 | 0.0% | 0.09% | +2.4% |
| Q2 2019 | $256,000 | +0.4% | 3,513 | 0.0% | 0.08% | -3.4% |
| Q1 2019 | $255,000 | +11.4% | 3,513 | 0.0% | 0.09% | +1.2% |
| Q4 2018 | $229,000 | -8.4% | 3,513 | +1.2% | 0.09% | +2.4% |
| Q3 2018 | $250,000 | +2.9% | 3,471 | 0.0% | 0.08% | -4.5% |
| Q2 2018 | $243,000 | +3.0% | 3,471 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $236,000 | -6.7% | 3,471 | 0.0% | 0.09% | -6.5% |
| Q4 2017 | $253,000 | +4.1% | 3,471 | 0.0% | 0.09% | +6.9% |
| Q3 2017 | $243,000 | +2.5% | 3,471 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $237,000 | -0.4% | 3,471 | 0.0% | 0.09% | -2.2% |
| Q1 2017 | $238,000 | -1.7% | 3,471 | -3.5% | 0.09% | -7.2% |
| Q4 2016 | $242,000 | +15.8% | 3,596 | +14.3% | 0.10% | +10.2% |
| Q3 2016 | $209,000 | +4.5% | 3,146 | +5.0% | 0.09% | 0.0% |
| Q2 2016 | $200,000 | – | 2,996 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |