WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb Wealth, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |