WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $233,000 | -1.7% | 2,985 | +0.2% | 0.27% | +1.5% |
Q2 2023 | $236,933 | -8.0% | 2,978 | -4.8% | 0.26% | -12.1% |
Q1 2023 | $257,456 | -6.8% | 3,129 | -2.6% | 0.30% | -12.1% |
Q4 2022 | $276,342 | +1.6% | 3,211 | -10.5% | 0.34% | -7.6% |
Q3 2022 | $272,000 | -16.3% | 3,586 | -9.3% | 0.37% | -12.6% |
Q2 2022 | $325,000 | +3.8% | 3,955 | +11.4% | 0.42% | +20.0% |
Q1 2022 | $313,000 | +6.8% | 3,549 | +0.1% | 0.35% | +8.7% |
Q4 2021 | $293,000 | – | 3,544 | – | 0.32% | – |
Download |
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% |