WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 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% | – |
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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% |