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 | $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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |