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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |