WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,188,000 | -8.3% | 26,585 | -1.8% | 0.02% | +12.5% |
| Q1 2022 | $2,385,000 | +52.6% | 27,080 | +43.0% | 0.02% | +45.5% |
| Q4 2021 | $1,563,000 | +8.2% | 18,931 | +0.9% | 0.01% | -8.3% |
| Q3 2021 | $1,445,000 | +11.4% | 18,768 | +13.2% | 0.01% | +9.1% |
| Q2 2021 | $1,297,000 | +25.2% | 16,578 | +22.1% | 0.01% | +10.0% |
| Q1 2021 | $1,036,000 | +110.1% | 13,578 | +91.1% | 0.01% | +66.7% |
| Q4 2020 | $493,000 | +36.9% | 7,105 | +23.4% | 0.01% | +20.0% |
| Q3 2020 | $360,000 | +8.8% | 5,760 | +8.5% | 0.01% | 0.0% |
| Q2 2020 | $331,000 | – | 5,307 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |