WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,210,616 | +0.7% | 15,959 | +5.6% | 0.06% | +3.4% |
| Q2 2023 | $1,202,795 | +21.5% | 15,116 | +20.6% | 0.06% | +11.3% |
| Q1 2023 | $989,904 | -35.0% | 12,534 | -29.2% | 0.05% | -49.5% |
| Q4 2022 | $1,523,965 | +7.2% | 17,708 | +6.0% | 0.10% | -2.8% |
| Q3 2022 | $1,422,000 | +31.7% | 16,707 | +27.3% | 0.11% | +24.1% |
| Q2 2022 | $1,080,000 | +268.6% | 13,129 | +297.5% | 0.09% | +278.3% |
| Q1 2022 | $293,000 | +18.6% | 3,303 | +3.1% | 0.02% | -4.2% |
| Q3 2021 | $247,000 | -4.3% | 3,203 | -3.0% | 0.02% | -7.7% |
| Q2 2021 | $258,000 | +30.3% | 3,303 | +27.3% | 0.03% | +13.0% |
| Q1 2021 | $198,000 | +50.0% | 2,594 | +36.5% | 0.02% | +35.3% |
| Q4 2020 | $132,000 | +10.9% | 1,900 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $119,000 | +0.8% | 1,900 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $118,000 | +9.3% | 1,900 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $108,000 | +12.5% | 1,900 | +52.0% | 0.02% | +33.3% |
| Q4 2019 | $96,000 | +3.2% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $93,000 | +2.2% | 1,250 | 0.0% | 0.02% | -11.8% |
| Q2 2019 | $91,000 | -58.1% | 1,250 | -58.3% | 0.02% | -67.3% |
| Q1 2019 | $217,000 | +11.3% | 3,000 | 0.0% | 0.05% | +4.0% |
| Q4 2018 | $195,000 | -14.1% | 3,000 | -4.8% | 0.05% | -2.0% |
| Q3 2018 | $227,000 | +3.2% | 3,150 | 0.0% | 0.05% | -8.9% |
| Q2 2018 | $220,000 | – | 3,150 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb Wealth, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |