WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172,590 | -47.6% | 2,211 | -50.0% | 0.01% | +14.3% |
| Q2 2023 | $329,573 | -10.1% | 4,422 | -16.1% | 0.01% | -56.2% |
| Q1 2023 | $366,420 | +49150.0% | 5,273 | -49.6% | 0.02% | -20.0% |
| Q4 2022 | $744 | -99.9% | 10,452 | -2.4% | 0.02% | 0.0% |
| Q3 2022 | $765,000 | +114.3% | 10,713 | +108.5% | 0.02% | +81.8% |
| Q2 2022 | $357,000 | -50.6% | 5,139 | -50.5% | 0.01% | +22.2% |
| Q1 2022 | $722,000 | +41.8% | 10,382 | +68.8% | 0.01% | -10.0% |
| Q4 2021 | $509,000 | +5.8% | 6,152 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $481,000 | -7.5% | 6,278 | -6.4% | 0.01% | -9.1% |
| Q2 2021 | $520,000 | +2.2% | 6,706 | -0.0% | 0.01% | +10.0% |
| Q1 2021 | $509,000 | +6.9% | 6,709 | -2.7% | 0.01% | -47.4% |
| Q4 2020 | $476,000 | +5.1% | 6,896 | -5.3% | 0.02% | -29.6% |
| Q3 2020 | $453,000 | -2.6% | 7,281 | -3.2% | 0.03% | -27.0% |
| Q2 2020 | $465,000 | +422.5% | 7,525 | +384.9% | 0.04% | +311.1% |
| Q1 2020 | $89,000 | -42.9% | 1,552 | -24.6% | 0.01% | -25.0% |
| Q4 2019 | $156,000 | +1.3% | 2,057 | -0.8% | 0.01% | +20.0% |
| Q3 2019 | $154,000 | +352.9% | 2,073 | +339.2% | 0.01% | +100.0% |
| Q1 2019 | $34,000 | -96.6% | 472 | -96.9% | 0.01% | -91.8% |
| Q4 2018 | $994,000 | -3.8% | 15,311 | +6.9% | 0.06% | +45.2% |
| Q3 2018 | $1,033,000 | -0.8% | 14,321 | -3.8% | 0.04% | -4.5% |
| Q2 2018 | $1,041,000 | -0.7% | 14,890 | +3.5% | 0.04% | -8.3% |
| Q1 2018 | $1,048,000 | 0.0% | 14,389 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $1,048,000 | +2.7% | 14,389 | -1.4% | 0.05% | +17.1% |
| Q3 2017 | $1,020,000 | -24.4% | 14,597 | -26.0% | 0.04% | -28.1% |
| Q2 2017 | $1,349,000 | -8.2% | 19,734 | -8.1% | 0.06% | -10.9% |
| Q1 2017 | $1,470,000 | +9.1% | 21,475 | +7.3% | 0.06% | -1.5% |
| Q4 2016 | $1,347,000 | -3.9% | 20,017 | -5.1% | 0.06% | -11.0% |
| Q3 2016 | $1,402,000 | -11.3% | 21,091 | -10.9% | 0.07% | -17.0% |
| Q2 2016 | $1,580,000 | +4547.1% | 23,674 | +4915.7% | 0.09% | +1660.0% |
| Q1 2016 | $34,000 | -96.1% | 472 | -96.8% | 0.01% | -91.4% |
| Q4 2015 | $862,000 | – | 14,592 | – | 0.06% | – |
Download | ||||||
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% |