WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $371,000 | -49.2% | 4,509 | -45.6% | 0.03% | -40.0% |
| Q1 2022 | $730,000 | -0.8% | 8,287 | -7.2% | 0.06% | +5.8% |
| Q4 2021 | $736,000 | +4.1% | 8,926 | -2.8% | 0.05% | +2.0% |
| Q3 2021 | $707,000 | -2.9% | 9,182 | -1.3% | 0.05% | -3.8% |
| Q2 2021 | $728,000 | +3.1% | 9,304 | +0.6% | 0.05% | 0.0% |
| Q1 2021 | $706,000 | +0.7% | 9,246 | -8.5% | 0.05% | -5.4% |
| Q4 2020 | $701,000 | -0.1% | 10,105 | -10.0% | 0.06% | -3.4% |
| Q3 2020 | $702,000 | -0.7% | 11,226 | -1.1% | 0.06% | 0.0% |
| Q2 2020 | $707,000 | -15.6% | 11,346 | -23.3% | 0.06% | -20.5% |
| Q1 2020 | $838,000 | -21.6% | 14,802 | +6.4% | 0.07% | -24.0% |
| Q4 2019 | $1,069,000 | +8.3% | 13,915 | +5.0% | 0.10% | -1.0% |
| Q3 2019 | $987,000 | +15.7% | 13,255 | +13.1% | 0.10% | +16.9% |
| Q2 2019 | $853,000 | -0.5% | 11,718 | -0.8% | 0.08% | 0.0% |
| Q1 2019 | $857,000 | +19.0% | 11,817 | +7.0% | 0.08% | +2.5% |
| Q4 2018 | $720,000 | -14.8% | 11,046 | -5.6% | 0.08% | -2.4% |
| Q3 2018 | $845,000 | +51.4% | 11,706 | +46.6% | 0.08% | +62.7% |
| Q2 2018 | $558,000 | +2.6% | 7,986 | +0.0% | 0.05% | +4.1% |
| Q1 2018 | $544,000 | -6.2% | 7,985 | +0.2% | 0.05% | -15.5% |
| Q4 2017 | $580,000 | +3.0% | 7,968 | -1.2% | 0.06% | 0.0% |
| Q3 2017 | $563,000 | -2.1% | 8,063 | -4.2% | 0.06% | -9.4% |
| Q2 2017 | $575,000 | -2.5% | 8,413 | -2.4% | 0.06% | -1.5% |
| Q1 2017 | $590,000 | +3.7% | 8,619 | +2.1% | 0.06% | +1.6% |
| Q4 2016 | $569,000 | +10.1% | 8,443 | +8.5% | 0.06% | +12.3% |
| Q3 2016 | $517,000 | -10.7% | 7,781 | -10.3% | 0.06% | -10.9% |
| Q2 2016 | $579,000 | +11.1% | 8,676 | +5.4% | 0.06% | +10.3% |
| Q1 2016 | $521,000 | – | 8,229 | – | 0.06% | – |
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% |