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 | $392,017 | -1.9% | 5,022 | 0.0% | 0.08% | +1.4% |
| Q2 2023 | $399,601 | -3.3% | 5,022 | 0.0% | 0.07% | -14.0% |
| Q1 2023 | $413,160 | +8.4% | 5,022 | 0.0% | 0.09% | -10.4% |
| Q3 2022 | $381,000 | -7.7% | 5,022 | 0.0% | 0.10% | -9.4% |
| Q2 2022 | $413,000 | -6.6% | 5,022 | 0.0% | 0.11% | +6.0% |
| Q1 2022 | $442,000 | +6.5% | 5,022 | 0.0% | 0.10% | +8.7% |
| Q4 2021 | $415,000 | +7.2% | 5,022 | 0.0% | 0.09% | -4.2% |
| Q3 2021 | $387,000 | -1.5% | 5,022 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $393,000 | – | 5,022 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,289,918 | $99,079,000 | 6.46% |
| PBMares Wealth Management LLC | 66,483 | $5,107,000 | 6.08% |
| Evanson Asset Management, LLC | 129,737 | $9,965,000 | 1.96% |
| Harvest Investment Services, LLC | 35,399 | $2,719,000 | 1.44% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,522,000 | 1.26% |
| LVM CAPITAL MANAGEMENT LTD/MI | 63,113 | $4,848,000 | 0.96% |
| PSI Advisors, LLC | 14,470 | $1,111,000 | 0.71% |
| Strategic Family Wealth Counselors, L.L.C. | 11,387 | $875,000 | 0.71% |
| ACG Wealth | 59,999 | $4,609,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 47,399 | $3,641,000 | 0.61% |