WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,517 | -1.9% | 11,626 | +0.0% | 0.10% | -0.9% |
| Q2 2023 | $924,747 | -3.2% | 11,622 | +0.0% | 0.11% | -3.6% |
| Q1 2023 | $955,787 | +4.9% | 11,618 | +9.7% | 0.11% | +3.8% |
| Q4 2022 | $911,050 | +2.0% | 10,586 | -10.1% | 0.11% | -6.2% |
| Q3 2022 | $893,000 | -11.8% | 11,775 | -4.4% | 0.11% | -8.1% |
| Q2 2022 | $1,013,000 | -6.6% | 12,311 | -0.0% | 0.12% | +4.2% |
| Q1 2022 | $1,085,000 | +6.5% | 12,312 | -0.2% | 0.12% | +15.7% |
| Q4 2021 | $1,019,000 | +2.8% | 12,340 | -4.2% | 0.10% | -48.2% |
| Q3 2021 | $991,000 | 0.0% | 12,879 | +1.7% | 0.20% | +0.5% |
| Q2 2021 | $991,000 | +2.2% | 12,669 | -0.3% | 0.20% | -3.9% |
| Q1 2021 | $970,000 | +4.8% | 12,711 | -4.8% | 0.20% | -1.4% |
| Q4 2020 | $926,000 | +10.2% | 13,349 | -0.7% | 0.21% | -1.9% |
| Q3 2020 | $840,000 | -0.2% | 13,449 | -0.5% | 0.21% | -7.0% |
| Q2 2020 | $842,000 | +5.4% | 13,520 | -4.3% | 0.23% | -8.5% |
| Q1 2020 | $799,000 | -30.5% | 14,123 | -5.6% | 0.25% | -16.2% |
| Q4 2019 | $1,149,000 | -0.4% | 14,959 | -3.5% | 0.30% | -9.2% |
| Q3 2019 | $1,154,000 | +6.7% | 15,494 | +4.2% | 0.33% | +4.2% |
| Q2 2019 | $1,082,000 | -2.8% | 14,873 | -3.2% | 0.31% | -8.5% |
| Q1 2019 | $1,113,000 | +1.8% | 15,363 | -8.5% | 0.34% | -8.8% |
| Q4 2018 | $1,093,000 | -15.3% | 16,790 | -6.1% | 0.38% | -8.3% |
| Q3 2018 | $1,290,000 | +5.5% | 17,872 | +2.2% | 0.41% | -3.3% |
| Q2 2018 | $1,223,000 | -8.0% | 17,481 | -10.5% | 0.42% | -19.7% |
| Q1 2018 | $1,330,000 | -37.9% | 19,525 | -33.6% | 0.53% | -36.7% |
| Q4 2017 | $2,140,000 | -12.8% | 29,383 | -16.3% | 0.83% | -15.6% |
| Q3 2017 | $2,453,000 | -1.2% | 35,085 | -3.4% | 0.99% | -6.4% |
| Q2 2017 | $2,484,000 | +9.7% | 36,337 | +9.9% | 1.06% | +2.8% |
| Q1 2017 | $2,264,000 | +2.0% | 33,062 | +0.3% | 1.03% | -7.4% |
| Q4 2016 | $2,219,000 | -6.7% | 32,971 | -7.8% | 1.11% | -15.2% |
| Q3 2016 | $2,379,000 | +1.2% | 35,778 | +1.5% | 1.31% | -5.2% |
| Q2 2016 | $2,351,000 | – | 35,234 | – | 1.38% | – |
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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% |