WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,660 | -5.4% | 8,361 | -3.6% | 0.08% | -2.4% |
| Q2 2023 | $690,032 | -4.7% | 8,672 | -1.5% | 0.08% | -6.8% |
| Q1 2023 | $724,306 | -20.1% | 8,804 | -16.4% | 0.09% | -25.4% |
| Q4 2022 | $905,954 | -95.9% | 10,527 | -96.4% | 0.12% | -96.1% |
| Q3 2022 | $22,055,000 | -4.3% | 290,925 | +3.9% | 3.04% | -3.3% |
| Q2 2022 | $23,043,000 | -18.9% | 280,016 | -13.2% | 3.15% | -3.3% |
| Q1 2022 | $28,419,000 | +4.4% | 322,612 | -2.2% | 3.26% | +8.5% |
| Q4 2021 | $27,218,000 | +9.0% | 329,753 | +1.7% | 3.00% | +3.8% |
| Q3 2021 | $24,960,000 | +2.2% | 324,234 | +3.8% | 2.89% | +1.7% |
| Q2 2021 | $24,434,000 | +1635.4% | 312,377 | +1592.3% | 2.84% | +1515.3% |
| Q1 2021 | $1,408,000 | -19.5% | 18,459 | -26.8% | 0.18% | -24.1% |
| Q4 2020 | $1,748,000 | +3.5% | 25,207 | -6.7% | 0.23% | -12.8% |
| Q3 2020 | $1,689,000 | -0.2% | 27,030 | -0.5% | 0.27% | -6.0% |
| Q2 2020 | $1,693,000 | -5.8% | 27,173 | -14.4% | 0.28% | -27.1% |
| Q1 2020 | $1,798,000 | -50.6% | 31,761 | -33.0% | 0.39% | -36.1% |
| Q4 2019 | $3,641,000 | -2.1% | 47,399 | -5.1% | 0.61% | -7.6% |
| Q3 2019 | $3,721,000 | -0.6% | 49,966 | -2.9% | 0.66% | -3.4% |
| Q2 2019 | $3,744,000 | -8.3% | 51,454 | -8.6% | 0.68% | -11.1% |
| Q1 2019 | $4,081,000 | +10.1% | 56,309 | -1.1% | 0.76% | -5.9% |
| Q4 2018 | $3,707,000 | -10.3% | 56,924 | -0.6% | 0.81% | +0.9% |
| Q3 2018 | $4,131,000 | +2.3% | 57,244 | -0.9% | 0.81% | -2.7% |
| Q2 2018 | $4,039,000 | +2.2% | 57,756 | -0.5% | 0.83% | +1.5% |
| Q1 2018 | $3,952,000 | -7.4% | 58,021 | -1.0% | 0.82% | -12.9% |
| Q4 2017 | $4,268,000 | +3.3% | 58,590 | +0.1% | 0.94% | -2.6% |
| Q3 2017 | $4,133,000 | +3.0% | 58,557 | -1.2% | 0.96% | -6.0% |
| Q2 2017 | $4,012,000 | -1.7% | 59,242 | -0.8% | 1.02% | -8.5% |
| Q1 2017 | $4,082,000 | -8.9% | 59,725 | -9.7% | 1.12% | -28.1% |
| Q4 2016 | $4,483,000 | +3.2% | 66,173 | -0.4% | 1.55% | +2.3% |
| Q3 2016 | $4,345,000 | -15.7% | 66,436 | -13.7% | 1.52% | -20.1% |
| Q2 2016 | $5,154,000 | – | 76,956 | – | 1.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |