WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,842,186 | -0.8% | 36,410 | +1.1% | 0.11% | +1.8% |
| Q2 2023 | $2,865,648 | -3.7% | 36,014 | -0.5% | 0.11% | -10.7% |
| Q1 2023 | $2,976,876 | +3.9% | 36,184 | +8.7% | 0.12% | -4.7% |
| Q4 2022 | $2,864,582 | +30.3% | 33,286 | +14.8% | 0.13% | +13.3% |
| Q3 2022 | $2,198,000 | +1.4% | 28,993 | +10.1% | 0.11% | -21.0% |
| Q2 2022 | $2,167,000 | -5.3% | 26,331 | +1.4% | 0.14% | +11.7% |
| Q1 2022 | $2,288,000 | +8.6% | 25,975 | +1.8% | 0.13% | +15.3% |
| Q4 2021 | $2,106,000 | +7.9% | 25,515 | +0.7% | 0.11% | -3.5% |
| Q3 2021 | $1,951,000 | +1.4% | 25,348 | +3.0% | 0.12% | +0.9% |
| Q2 2021 | $1,925,000 | +3.4% | 24,612 | +0.9% | 0.11% | -10.2% |
| Q1 2021 | $1,862,000 | +9.7% | 24,400 | -0.3% | 0.13% | +0.8% |
| Q4 2020 | $1,697,000 | +11.6% | 24,464 | +0.5% | 0.13% | -4.5% |
| Q3 2020 | $1,521,000 | -6.4% | 24,339 | -6.7% | 0.13% | -17.5% |
| Q2 2020 | $1,625,000 | +10.8% | 26,090 | +0.7% | 0.16% | -19.6% |
| Q1 2020 | $1,467,000 | -26.1% | 25,920 | +0.4% | 0.20% | -5.7% |
| Q4 2019 | $1,984,000 | +3.5% | 25,825 | +0.4% | 0.21% | -16.6% |
| Q3 2019 | $1,916,000 | +3.1% | 25,729 | +0.7% | 0.25% | +4.5% |
| Q2 2019 | $1,859,000 | +5.1% | 25,547 | +4.7% | 0.24% | -7.6% |
| Q1 2019 | $1,768,000 | +7.0% | 24,391 | -3.9% | 0.26% | -19.6% |
| Q4 2018 | $1,653,000 | -9.3% | 25,376 | +0.4% | 0.33% | +17.7% |
| Q3 2018 | $1,823,000 | +3.6% | 25,263 | +0.5% | 0.28% | -30.9% |
| Q2 2018 | $1,759,000 | +3.9% | 25,145 | +1.1% | 0.40% | -6.5% |
| Q1 2018 | $1,693,000 | -6.9% | 24,860 | -0.4% | 0.43% | -37.6% |
| Q4 2017 | $1,819,000 | – | 24,968 | – | 0.69% | – |
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 & Williams, 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% |