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 ↓ |
|---|---|---|---|
| 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% |