WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $9,000 | -55.0% | 160 | -38.7% | 0.00% | -60.0% |
| Q4 2019 | $20,000 | +5.3% | 261 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 261 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 261 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $19,000 | -70.8% | 261 | -73.8% | 0.01% | -73.7% |
| Q4 2018 | $65,000 | -49.6% | 996 | -44.1% | 0.02% | -45.7% |
| Q3 2018 | $129,000 | -47.6% | 1,783 | -49.3% | 0.04% | -49.3% |
| Q2 2018 | $246,000 | -19.3% | 3,514 | -21.4% | 0.07% | -33.0% |
| Q1 2018 | $305,000 | -32.7% | 4,473 | -28.0% | 0.10% | -8.8% |
| Q4 2017 | $453,000 | -23.2% | 6,215 | -26.3% | 0.11% | -43.5% |
| Q3 2017 | $590,000 | -10.3% | 8,435 | -12.4% | 0.20% | -11.1% |
| Q2 2017 | $658,000 | +3.1% | 9,633 | +3.4% | 0.22% | -5.9% |
| Q1 2017 | $638,000 | -31.5% | 9,313 | -33.0% | 0.24% | -56.4% |
| Q4 2016 | $932,000 | – | 13,891 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
| Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
| HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
| Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
| Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
| EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
| LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
| COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
| Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
| Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |