WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 192 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,129 | -87.8% | 368 | -87.6% | 0.00% | – |
| Q1 2024 | $256,167 | -9.7% | 2,956 | -14.4% | 0.00% | -100.0% |
| Q4 2023 | $283,685 | +83.0% | 3,452 | +73.8% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |