WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,534,104 | +2.2% | 32,464 | +4.1% | 0.04% | +4.7% |
| Q2 2023 | $2,480,293 | +106763.1% | 31,171 | +10.5% | 0.04% | -10.4% |
| Q1 2023 | $2,321 | +27.2% | 28,209 | +33.0% | 0.05% | -4.0% |
| Q4 2022 | $1,825 | -99.1% | 21,204 | +653.3% | 0.05% | +614.3% |
| Q3 2022 | $213,000 | -1.8% | 2,815 | +6.5% | 0.01% | 0.0% |
| Q2 2022 | $217,000 | -27.2% | 2,643 | -21.8% | 0.01% | -22.2% |
| Q1 2022 | $298,000 | -13.9% | 3,379 | -19.4% | 0.01% | -10.0% |
| Q4 2021 | $346,000 | +39.0% | 4,191 | +29.5% | 0.01% | +25.0% |
| Q3 2021 | $249,000 | +5.5% | 3,236 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $236,000 | +9.3% | 3,021 | +6.6% | 0.01% | -11.1% |
| Q1 2021 | $216,000 | -24.2% | 2,833 | -31.0% | 0.01% | -30.8% |
| Q4 2020 | $285,000 | +3.6% | 4,106 | -6.7% | 0.01% | -23.5% |
| Q3 2020 | $275,000 | -3.2% | 4,402 | -3.4% | 0.02% | -15.0% |
| Q2 2020 | $284,000 | +14.5% | 4,559 | +4.2% | 0.02% | -13.0% |
| Q1 2020 | $248,000 | – | 4,376 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |