WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
Download | ||||||
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% |