WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $908,628 | -18.6% | 11,640 | -17.1% | 0.23% | -22.3% |
| Q2 2023 | $1,116,635 | -12.6% | 14,033 | -9.6% | 0.30% | -18.0% |
| Q1 2023 | $1,277,122 | -4.1% | 15,524 | +0.4% | 0.37% | -13.8% |
| Q4 2022 | $1,331,217 | +37.8% | 15,468 | +21.4% | 0.43% | +23.8% |
| Q3 2022 | $966,000 | +8.5% | 12,741 | +17.8% | 0.34% | +22.0% |
| Q2 2022 | $890,000 | – | 10,819 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |