WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,119 | -1.9% | 3,998 | 0.0% | 0.03% | +13.8% |
| Q2 2023 | $318,157 | -3.3% | 3,998 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $328,953 | -5.6% | 3,998 | -1.2% | 0.03% | -20.5% |
| Q4 2022 | $348,409 | +13.5% | 4,048 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $307,000 | -7.8% | 4,048 | 0.0% | 0.04% | -20.0% |
| Q2 2022 | $333,000 | -6.5% | 4,048 | 0.0% | 0.05% | +25.0% |
| Q1 2022 | $356,000 | +6.6% | 4,048 | 0.0% | 0.04% | +14.3% |
| Q4 2021 | $334,000 | +7.1% | 4,048 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $312,000 | -1.6% | 4,048 | 0.0% | 0.04% | -7.7% |
| Q2 2021 | $317,000 | +2.6% | 4,048 | 0.0% | 0.04% | -37.1% |
| Q1 2021 | $309,000 | +10.0% | 4,048 | 0.0% | 0.06% | +5.1% |
| Q4 2020 | $281,000 | -38.4% | 4,048 | -44.5% | 0.06% | -20.3% |
| Q3 2020 | $456,000 | -1.3% | 7,298 | -1.7% | 0.07% | -6.3% |
| Q2 2020 | $462,000 | +6.5% | 7,423 | -3.3% | 0.08% | -15.1% |
| Q1 2020 | $434,000 | -10.1% | 7,673 | +22.1% | 0.09% | +20.8% |
| Q4 2019 | $483,000 | – | 6,286 | – | 0.08% | – |
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% |