WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 143 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,825 | -1.9% | 10,797 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $859,436 | -4.4% | 10,801 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $898,753 | +95410.4% | 10,924 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $941 | -99.9% | 10,938 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $829,000 | -4.4% | 10,938 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $867,000 | -6.8% | 10,539 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $930,000 | +6.4% | 10,552 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $874,000 | +7.1% | 10,585 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $816,000 | -1.8% | 10,604 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $831,000 | +2.3% | 10,620 | -0.2% | 0.00% | 0.0% |
| Q1 2021 | $812,000 | +9.7% | 10,644 | -0.2% | 0.00% | 0.0% |
| Q4 2020 | $740,000 | +10.8% | 10,667 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $668,000 | -41.1% | 10,682 | -41.3% | 0.00% | -50.0% |
| Q2 2020 | $1,134,000 | -36.2% | 18,208 | -42.0% | 0.00% | -50.0% |
| Q1 2020 | $1,777,000 | -30.8% | 31,393 | -6.1% | 0.01% | -11.1% |
| Q4 2019 | $2,568,000 | +8.9% | 33,433 | +5.6% | 0.01% | 0.0% |
| Q3 2019 | $2,358,000 | +1.6% | 31,667 | -0.7% | 0.01% | 0.0% |
| Q2 2019 | $2,320,000 | -2.5% | 31,877 | -2.9% | 0.01% | -35.7% |
| Q1 2019 | $2,380,000 | +4.9% | 32,838 | -5.8% | 0.01% | -6.7% |
| Q4 2018 | $2,269,000 | +115.1% | 34,845 | +138.3% | 0.02% | +114.3% |
| Q3 2018 | $1,055,000 | +47.1% | 14,622 | +42.7% | 0.01% | +40.0% |
| Q2 2018 | $717,000 | -3.6% | 10,250 | -6.1% | 0.01% | 0.0% |
| Q1 2018 | $744,000 | -6.4% | 10,915 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $795,000 | -4.6% | 10,915 | -8.4% | 0.01% | 0.0% |
| Q3 2017 | $833,000 | -5.7% | 11,916 | -7.7% | 0.01% | -14.3% |
| Q2 2017 | $883,000 | -0.1% | 12,915 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $884,000 | +7.3% | 12,915 | +5.4% | 0.01% | 0.0% |
| Q4 2016 | $824,000 | -2.8% | 12,250 | -3.9% | 0.01% | -12.5% |
| Q3 2016 | $848,000 | – | 12,750 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |