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 | $263,531 | +4.0% | 3,376 | +6.0% | 0.02% | +4.8% |
| Q2 2023 | $253,352 | +12.9% | 3,184 | +16.8% | 0.02% | 0.0% |
| Q1 2023 | $224,350 | -14.0% | 2,727 | -10.1% | 0.02% | -22.2% |
| Q4 2022 | $261,020 | +26.7% | 3,033 | +11.9% | 0.03% | +12.5% |
| Q3 2022 | $206,000 | +347.8% | 2,711 | +264.9% | 0.02% | +300.0% |
| Q3 2020 | $46,000 | +155.6% | 743 | +153.6% | 0.01% | +100.0% |
| Q2 2020 | $18,000 | -41.9% | 293 | -46.0% | 0.00% | -50.0% |
| Q1 2020 | $31,000 | -83.2% | 543 | -77.3% | 0.01% | -81.2% |
| Q4 2019 | $184,000 | +3.4% | 2,391 | 0.0% | 0.03% | -8.6% |
| Q3 2019 | $178,000 | +9.2% | 2,391 | +6.2% | 0.04% | +2.9% |
| Q2 2019 | $163,000 | 0.0% | 2,251 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $163,000 | -0.6% | 2,251 | -10.9% | 0.03% | -17.5% |
| Q4 2018 | $164,000 | +24.2% | 2,526 | +38.3% | 0.04% | +66.7% |
| Q3 2018 | $132,000 | +3.9% | 1,826 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $127,000 | – | 1,826 | – | 0.02% | – |
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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% |