WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
| Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
| HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
| Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
| Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
| EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
| LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
| COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
| Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
| Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |