WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | -9.4% | 661 | -14.8% | 0.01% | -11.1% |
| Q4 2021 | $64,000 | +6.7% | 776 | 0.0% | 0.01% | -10.0% |
| 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% | +1340.0% |
| Q4 2018 | $260,000 | -54.9% | 3,993 | -50.0% | 0.01% | -93.8% |
| Q3 2018 | $576,000 | +3.2% | 7,986 | 0.0% | 0.16% | +747.4% |
| Q2 2018 | $558,000 | +92.4% | 7,986 | +87.6% | 0.02% | +46.2% |
| Q1 2018 | $290,000 | -6.5% | 4,257 | 0.0% | 0.01% | -92.5% |
| Q4 2017 | $310,000 | +6.2% | 4,257 | +1.8% | 0.17% | -4.9% |
| Q3 2017 | $292,000 | -65.4% | 4,182 | -66.1% | 0.18% | -9.0% |
| Q2 2017 | $843,000 | +195.8% | 12,327 | +195.8% | 0.20% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |