WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $835,179 | -3.3% | 10,496 | 0.0% | 0.08% | -5.6% |
Q1 2023 | $863,518 | -4.4% | 10,496 | 0.0% | 0.09% | -9.2% |
Q4 2022 | $903,298 | +8.3% | 10,496 | -4.6% | 0.10% | -2.0% |
Q3 2022 | $834,000 | -45.3% | 11,006 | -40.7% | 0.10% | -42.9% |
Q2 2022 | $1,526,000 | +52.4% | 18,546 | +63.2% | 0.18% | +63.6% |
Q1 2022 | $1,001,000 | -34.6% | 11,363 | -38.7% | 0.11% | -33.1% |
Q4 2021 | $1,531,000 | +7.2% | 18,546 | 0.0% | 0.16% | -1.2% |
Q3 2021 | $1,428,000 | -1.6% | 18,546 | 0.0% | 0.16% | -5.8% |
Q2 2021 | $1,451,000 | -20.0% | 18,546 | -22.0% | 0.17% | -26.2% |
Q1 2021 | $1,814,000 | +9.5% | 23,778 | -0.4% | 0.23% | 0.0% |
Q4 2020 | $1,657,000 | +46.5% | 23,884 | +32.0% | 0.23% | +30.2% |
Q3 2020 | $1,131,000 | -24.2% | 18,092 | -24.5% | 0.18% | -30.1% |
Q2 2020 | $1,493,000 | +10.1% | 23,961 | 0.0% | 0.26% | -7.9% |
Q1 2020 | $1,356,000 | -17.5% | 23,961 | +12.0% | 0.28% | -5.1% |
Q4 2019 | $1,644,000 | +23385.7% | 21,402 | +21963.9% | 0.29% | +29200.0% |
Q2 2019 | $7,000 | -97.1% | 97 | -97.1% | 0.00% | -98.0% |
Q1 2019 | $245,000 | +7.0% | 3,381 | -3.9% | 0.05% | -7.4% |
Q4 2018 | $229,000 | -23.2% | 3,518 | -14.9% | 0.05% | -15.6% |
Q3 2018 | $298,000 | +9.2% | 4,132 | +5.8% | 0.06% | +4.9% |
Q2 2018 | $273,000 | +1.9% | 3,906 | -0.8% | 0.06% | -16.4% |
Q1 2018 | $268,000 | -51.6% | 3,938 | -48.3% | 0.07% | -44.7% |
Q4 2017 | $554,000 | +160.1% | 7,610 | +149.8% | 0.13% | +149.1% |
Q3 2017 | $213,000 | – | 3,046 | – | 0.05% | – |
Download |
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% |