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 | $10,940,015 | +40.6% | 140,146 | +43.3% | 0.02% | +14.3% |
| Q2 2023 | $7,783,473 | -9.4% | 97,817 | -6.3% | 0.01% | -12.5% |
| Q1 2023 | $8,592,415 | -7.0% | 104,421 | -2.8% | 0.02% | -15.8% |
| Q4 2022 | $9,243,365 | +47.1% | 107,421 | +29.6% | 0.02% | +35.7% |
| Q3 2022 | $6,284,000 | +6.5% | 82,899 | +15.6% | 0.01% | +7.7% |
| Q2 2022 | $5,902,000 | -3.9% | 71,698 | +1.7% | 0.01% | +8.3% |
| Q1 2022 | $6,143,000 | +5.4% | 70,467 | -0.2% | 0.01% | +9.1% |
| Q4 2021 | $5,826,000 | +22.4% | 70,583 | +14.2% | 0.01% | +10.0% |
| Q3 2021 | $4,758,000 | +2.6% | 61,786 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $4,637,000 | +4.5% | 59,125 | +1.7% | 0.01% | -9.1% |
| Q1 2021 | $4,437,000 | -3.9% | 58,135 | -12.7% | 0.01% | -8.3% |
| Q4 2020 | $4,617,000 | +3.2% | 66,575 | -7.0% | 0.01% | -7.7% |
| Q3 2020 | $4,474,000 | +3.9% | 71,613 | +3.6% | 0.01% | -7.1% |
| Q2 2020 | $4,304,000 | +0.7% | 69,092 | -8.4% | 0.01% | -17.6% |
| Q1 2020 | $4,273,000 | – | 75,413 | – | 0.02% | – |
Download | ||||||
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% |