WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,789 | +6.8% | 7,722 | +8.8% | 0.14% | +3.6% |
| Q2 2023 | $564,645 | -3.2% | 7,096 | +0.0% | 0.14% | -10.8% |
| Q1 2023 | $583,539 | -4.3% | 7,093 | +0.1% | 0.16% | -15.6% |
| Q4 2022 | $609,987 | +13.2% | 7,088 | -0.4% | 0.19% | -4.1% |
| Q3 2022 | $539,000 | -8.2% | 7,116 | -0.3% | 0.19% | -8.9% |
| Q2 2022 | $587,000 | -4.2% | 7,137 | +2.5% | 0.21% | -8.6% |
| Q1 2022 | $613,000 | -16.6% | 6,963 | -21.8% | 0.23% | -15.9% |
| Q4 2021 | $735,000 | +6.8% | 8,901 | -0.4% | 0.28% | +93.7% |
| Q3 2021 | $688,000 | -1.3% | 8,936 | +0.2% | 0.14% | +0.7% |
| Q2 2021 | $697,000 | -6.3% | 8,915 | -8.6% | 0.14% | -15.5% |
| Q1 2021 | $744,000 | +0.1% | 9,749 | -9.0% | 0.17% | +10.5% |
| Q4 2020 | $743,000 | +11.2% | 10,719 | +0.3% | 0.15% | -21.2% |
| Q3 2020 | $668,000 | +1.2% | 10,691 | +0.9% | 0.19% | -9.8% |
| Q2 2020 | $660,000 | +9.6% | 10,593 | -0.4% | 0.21% | -14.7% |
| Q1 2020 | $602,000 | -24.2% | 10,631 | +2.9% | 0.25% | -21.1% |
| Q4 2019 | $794,000 | +0.5% | 10,334 | -2.6% | 0.32% | -10.7% |
| Q3 2019 | $790,000 | +4.2% | 10,605 | +1.8% | 0.36% | -3.3% |
| Q2 2019 | $758,000 | +1.6% | 10,418 | +1.2% | 0.37% | -10.5% |
| Q1 2019 | $746,000 | +11.5% | 10,290 | +0.2% | 0.41% | -9.3% |
| Q4 2018 | $669,000 | – | 10,271 | – | 0.45% | – |
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 & Williams, 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% |