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 2023 | $155,027 | +280.7% | 1,986 | +301.2% | 0.00% | – |
| Q1 2023 | $40,724 | -93.8% | 495 | -93.5% | 0.00% | -100.0% |
| Q4 2022 | $651,818 | -29.0% | 7,574 | -32.1% | 0.00% | -57.1% |
| Q2 2022 | $918,000 | +1211.4% | 11,160 | +1300.3% | 0.01% | +600.0% |
| Q1 2022 | $70,000 | -56.8% | 797 | -59.4% | 0.00% | 0.0% |
| Q4 2021 | $162,000 | +1925.0% | 1,963 | +1863.0% | 0.00% | – |
| Q3 2021 | $8,000 | -77.8% | 100 | -78.2% | 0.00% | – |
| Q2 2021 | $36,000 | -16.3% | 459 | -19.0% | 0.00% | -100.0% |
| Q1 2021 | $43,000 | – | 567 | – | 0.00% | – |
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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% |