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 | $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% | – |
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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% |