WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |