WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,670 | -39.1% | 226 | -37.9% | 0.00% | 0.0% |
| Q2 2023 | $28,992 | -40.1% | 364 | -38.0% | 0.00% | -50.0% |
| Q1 2023 | $48,362 | +38.3% | 587 | +44.6% | 0.00% | 0.0% |
| Q4 2022 | $34,971 | +482.8% | 406 | +420.5% | 0.00% | – |
| Q3 2022 | $6,000 | -88.9% | 78 | -90.1% | 0.00% | -100.0% |
| Q1 2018 | $54,000 | -5.3% | 789 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $57,000 | +1.8% | 789 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $56,000 | +3.7% | 789 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $54,000 | -50.0% | 789 | -50.0% | 0.01% | -9.1% |
| Q1 2017 | $108,000 | +103.8% | 1,578 | +100.0% | 0.01% | -8.3% |
| Q4 2016 | $53,000 | – | 789 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 324,234 | $24,960,000 | 2.89% |
| Linscomb & Williams, Inc. | 421,386 | $32,438,000 | 1.67% |
| PBMares Wealth Management LLC | 37,727 | $2,904,000 | 1.38% |
| ShoreHaven Wealth Partners, LLC | 25,485 | $1,961,000 | 1.02% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,547,000 | 0.90% |
| Evanson Asset Management, LLC | 110,522 | $8,601,000 | 0.88% |
| Harvest Investment Services, LLC | 20,868 | $1,606,000 | 0.66% |
| CADENCE BANK NA | 20,683 | $1,592,000 | 0.47% |
| PSI Advisors, LLC | 9,610 | $740,000 | 0.34% |
| LVM CAPITAL MANAGEMENT LTD/MI | 27,292 | $2,101,000 | 0.32% |