WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
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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% |