WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |