WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,210,000 | +0.4% | 15,740 | -2.9% | 0.01% | -11.1% |
Q3 2019 | $1,205,000 | +8.4% | 16,202 | +6.0% | 0.01% | 0.0% |
Q2 2019 | $1,112,000 | +11.0% | 15,280 | +10.5% | 0.01% | +12.5% |
Q1 2019 | $1,002,000 | +4.2% | 13,831 | -6.4% | 0.01% | -11.1% |
Q4 2018 | $962,000 | +49.6% | 14,771 | +65.8% | 0.01% | +50.0% |
Q3 2018 | $643,000 | +3.7% | 8,909 | +0.5% | 0.01% | -33.3% |
Q2 2018 | $620,000 | -2.2% | 8,865 | -4.9% | 0.01% | 0.0% |
Q1 2018 | $634,000 | -18.5% | 9,317 | -12.8% | 0.01% | -10.0% |
Q4 2017 | $778,000 | -11.2% | 10,686 | -14.7% | 0.01% | -28.6% |
Q3 2017 | $876,000 | -6.3% | 12,522 | -8.4% | 0.01% | -12.5% |
Q2 2017 | $935,000 | -12.1% | 13,673 | -12.0% | 0.02% | -23.8% |
Q1 2017 | $1,064,000 | +475.1% | 15,532 | +467.5% | 0.02% | +425.0% |
Q4 2016 | $185,000 | +62.3% | 2,737 | +59.8% | 0.00% | +33.3% |
Q3 2016 | $114,000 | +8.6% | 1,713 | +6.8% | 0.00% | 0.0% |
Q2 2016 | $105,000 | – | 1,604 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |