WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $45,434 | -3.3% | 571 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $46,976 | +95769.4% | 571 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $49 | -99.9% | 571 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -8.5% | 571 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $47,000 | -19.0% | 571 | -13.6% | 0.01% | -12.5% |
| Q1 2022 | $58,000 | -3.3% | 661 | -14.8% | 0.01% | -20.0% |
| Q4 2021 | $60,000 | 0.0% | 776 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $60,000 | -1.6% | 776 | 0.0% | 0.01% | +42.9% |
| Q2 2021 | $61,000 | +3.4% | 776 | 0.0% | 0.01% | -46.2% |
| Q1 2021 | $59,000 | +28.3% | 776 | +17.4% | 0.01% | +18.2% |
| Q4 2020 | $46,000 | -4.2% | 661 | -13.5% | 0.01% | -21.4% |
| Q3 2020 | $48,000 | -80.6% | 764 | -80.7% | 0.01% | -82.3% |
| Q2 2020 | $247,000 | +19.3% | 3,963 | +8.4% | 0.08% | -29.5% |
| Q1 2020 | $207,000 | -26.3% | 3,656 | 0.0% | 0.11% | -15.8% |
| Q4 2019 | $281,000 | +3.3% | 3,656 | 0.0% | 0.13% | -2.9% |
| Q3 2019 | $272,000 | -3.2% | 3,656 | -5.2% | 0.14% | -3.5% |
| Q2 2019 | $281,000 | -2.8% | 3,856 | -3.4% | 0.14% | -1.4% |
| Q1 2019 | $289,000 | +11.2% | 3,993 | 0.0% | 0.14% | +7.5% |
| Q4 2018 | $260,000 | -54.9% | 3,993 | -50.0% | 0.13% | -16.8% |
| Q3 2018 | $576,000 | +3.2% | 7,986 | 0.0% | 0.16% | -1.2% |
| Q2 2018 | $558,000 | -99.8% | 7,986 | +87.6% | 0.16% | +3.8% |
| Q1 2018 | $289,987,000 | +93444.2% | 4,257 | 0.0% | 0.16% | -9.2% |
| Q4 2017 | $310,000 | +6.2% | 4,257 | +1.8% | 0.17% | -4.9% |
| Q3 2017 | $292,000 | +3.9% | 4,182 | +1.8% | 0.18% | -1.1% |
| Q2 2017 | $281,000 | -1.4% | 4,109 | -1.4% | 0.18% | -8.0% |
| Q1 2017 | $285,000 | +3.6% | 4,167 | +2.0% | 0.20% | -9.1% |
| Q4 2016 | $275,000 | – | 4,084 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb Wealth, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |