WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $935,045 | +4.3% | 11,978 | +6.3% | 0.00% | +33.3% |
Q2 2023 | $896,609 | +95589.3% | 11,268 | -1.1% | 0.00% | -25.0% |
Q1 2023 | $937 | +21.1% | 11,394 | +26.6% | 0.00% | 0.0% |
Q4 2022 | $774 | -99.9% | 9,002 | +4.7% | 0.00% | +33.3% |
Q3 2022 | $651,000 | -5.0% | 8,596 | +3.1% | 0.00% | -25.0% |
Q2 2022 | $685,000 | -6.5% | 8,335 | +0.0% | 0.00% | 0.0% |
Q1 2022 | $733,000 | +4.1% | 8,331 | -2.3% | 0.00% | +33.3% |
Q4 2021 | $704,000 | +11.2% | 8,530 | +3.7% | 0.00% | 0.0% |
Q3 2021 | $633,000 | +9.5% | 8,227 | +11.2% | 0.00% | 0.0% |
Q2 2021 | $578,000 | +40.6% | 7,399 | +37.1% | 0.00% | 0.0% |
Q1 2021 | $411,000 | +9.9% | 5,397 | -0.1% | 0.00% | 0.0% |
Q4 2020 | $374,000 | +6133.3% | 5,402 | +5302.0% | 0.00% | – |
Q3 2020 | $6,000 | – | 100 | – | 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% |