WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580,500 | -11.7% | 7,437 | -10.0% | 0.01% | -16.7% |
| Q2 2023 | $657,133 | -49.3% | 8,259 | -47.6% | 0.01% | -45.5% |
| Q1 2023 | $1,295,510 | -74.8% | 15,747 | -73.6% | 0.01% | -77.1% |
| Q4 2022 | $5,142,286 | +8.9% | 59,752 | -4.0% | 0.05% | -48.9% |
| Q3 2022 | $4,721,000 | +18.4% | 62,268 | +28.5% | 0.09% | +49.2% |
| Q2 2022 | $3,986,000 | +566.6% | 48,443 | +613.2% | 0.06% | +600.0% |
| Q1 2022 | $598,000 | +7.7% | 6,792 | +1.1% | 0.01% | +12.5% |
| Q4 2021 | $555,000 | +4.1% | 6,720 | -2.9% | 0.01% | 0.0% |
| Q3 2021 | $533,000 | +57.2% | 6,923 | +59.6% | 0.01% | +60.0% |
| Q2 2021 | $339,000 | -21.5% | 4,339 | -23.4% | 0.01% | -44.4% |
| Q1 2021 | $432,000 | +4.3% | 5,668 | -5.1% | 0.01% | +12.5% |
| Q4 2020 | $414,000 | – | 5,970 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |