WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $168,000 | -57.6% | 2,151 | -58.5% | 0.08% | -61.4% |
| Q1 2021 | $396,000 | +10.3% | 5,189 | +0.3% | 0.20% | +2.1% |
| Q4 2020 | $359,000 | +11.8% | 5,172 | +0.8% | 0.19% | -3.5% |
| Q3 2020 | $321,000 | +0.6% | 5,133 | +0.1% | 0.20% | -7.0% |
| Q2 2020 | $319,000 | +9.2% | 5,129 | -0.6% | 0.22% | +9.1% |
| Q1 2020 | $292,000 | -26.3% | 5,161 | +0.1% | 0.20% | -15.8% |
| Q4 2019 | $396,000 | -0.5% | 5,158 | -3.5% | 0.23% | -12.0% |
| Q3 2019 | $398,000 | +347.2% | 5,347 | +337.2% | 0.27% | +358.6% |
| Q2 2019 | $89,000 | – | 1,223 | – | 0.06% | – |
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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% |