WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,000 | -11.1% | 215 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $18,000 | -5.3% | 215 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $19,000 | +5.6% | 215 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $18,000 | +5.9% | 215 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $17,000 | 0.0% | 215 | 0.0% | 0.01% | +10.0% |
| Q2 2021 | $17,000 | +6.2% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 215 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | +15.4% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 215 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $12,000 | -29.4% | 215 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $17,000 | +6.2% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 215 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $16,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 215 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $15,000 | 0.0% | 215 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $15,000 | -6.2% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $16,000 | +6.7% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 215 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $15,000 | 0.0% | 215 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $15,000 | +7.1% | 215 | 0.0% | 0.02% | +7.1% |
| Q4 2016 | $14,000 | – | 215 | – | 0.01% | – |
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 Wealth, 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% |