WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 94 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $782,000 | +8.9% | 10,257 | -0.9% | 0.14% | +3.6% |
| Q4 2020 | $718,000 | +2.9% | 10,352 | -7.4% | 0.14% | -9.3% |
| Q3 2020 | $698,000 | +0.3% | 11,175 | 0.0% | 0.15% | -6.8% |
| Q2 2020 | $696,000 | +15.8% | 11,175 | +5.2% | 0.16% | -0.6% |
| Q1 2020 | $601,000 | -26.3% | 10,619 | 0.0% | 0.16% | -14.2% |
| Q4 2019 | $815,000 | +3.2% | 10,619 | 0.0% | 0.19% | -0.5% |
| Q3 2019 | $790,000 | +2.3% | 10,619 | 0.0% | 0.19% | +0.5% |
| Q2 2019 | $772,000 | +0.4% | 10,619 | 0.0% | 0.19% | -5.0% |
| Q1 2019 | $769,000 | +8.8% | 10,619 | -2.3% | 0.20% | -2.9% |
| Q4 2018 | $707,000 | -12.0% | 10,869 | -2.4% | 0.21% | -13.1% |
| Q3 2018 | $803,000 | +3.1% | 11,139 | 0.0% | 0.24% | -2.1% |
| Q2 2018 | $779,000 | -1.6% | 11,139 | -4.3% | 0.24% | -4.7% |
| Q1 2018 | $792,000 | -55.4% | 11,639 | -53.7% | 0.25% | -19.4% |
| Q4 2017 | $1,776,000 | +100.5% | 25,165 | +98.4% | 0.32% | +3.6% |
| Q3 2017 | $886,000 | +1.1% | 12,684 | -1.0% | 0.30% | -9.8% |
| Q1 2017 | $876,000 | -1.0% | 12,807 | -2.7% | 0.34% | -5.1% |
| Q4 2016 | $885,000 | +0.1% | 13,158 | -1.1% | 0.36% | -13.4% |
| Q3 2016 | $884,000 | -4.5% | 13,302 | -4.2% | 0.41% | -15.8% |
| Q2 2016 | $926,000 | -8.5% | 13,885 | -13.2% | 0.49% | -10.1% |
| Q1 2016 | $1,012,000 | +1.8% | 16,000 | -4.9% | 0.54% | -3.7% |
| Q4 2015 | $994,000 | +2.8% | 16,831 | -3.3% | 0.56% | -1.6% |
| Q3 2015 | $967,000 | -18.5% | 17,414 | -12.8% | 0.57% | -25.5% |
| Q2 2015 | $1,187,000 | -1.8% | 19,968 | +0.1% | 0.77% | -1.5% |
| Q1 2015 | $1,209,000 | -5.7% | 19,942 | -4.2% | 0.78% | -7.6% |
| Q4 2014 | $1,282,000 | -9.5% | 20,823 | -12.8% | 0.84% | -24.5% |
| Q3 2014 | $1,416,000 | – | 23,884 | – | 1.12% | – |
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 Wealth, 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% |