WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,953 | -5.1% | 6,686 | +0.0% | 0.04% | -13.7% |
| Q1 2023 | $550,010 | +95553.9% | 6,685 | +0.0% | 0.05% | -10.5% |
| Q4 2022 | $575 | -99.9% | 6,683 | +0.0% | 0.06% | +23.9% |
| Q3 2022 | $506,000 | -2.1% | 6,681 | +6.3% | 0.05% | -16.4% |
| Q2 2022 | $517,000 | 0.0% | 6,284 | +6.9% | 0.06% | +5.8% |
| Q1 2022 | $517,000 | +0.6% | 5,879 | -5.7% | 0.05% | +4.0% |
| Q4 2021 | $514,000 | +8.7% | 6,235 | +1.3% | 0.05% | -2.0% |
| Q3 2021 | $473,000 | +1.1% | 6,153 | +2.7% | 0.05% | -1.9% |
| Q2 2021 | $468,000 | +2.4% | 5,992 | 0.0% | 0.05% | -8.8% |
| Q1 2021 | $457,000 | +10.1% | 5,992 | +0.0% | 0.06% | 0.0% |
| Q4 2020 | $415,000 | +3.0% | 5,991 | -7.3% | 0.06% | -12.3% |
| Q3 2020 | $403,000 | -9.6% | 6,462 | -9.9% | 0.06% | -18.8% |
| Q2 2020 | $446,000 | +58.7% | 7,170 | +44.2% | 0.08% | +27.0% |
| Q1 2020 | $281,000 | -79.5% | 4,972 | -86.1% | 0.06% | -79.6% |
| Q4 2017 | $1,370,000 | – | 35,896 | – | 0.31% | – |
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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% |