WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $440,572 | -1.3% | 5,208 | +1.1% | 0.24% | -5.6% |
| Q1 2024 | $446,500 | +4.5% | 5,152 | -0.9% | 0.25% | -7.7% |
| Q4 2023 | $427,452 | +6.5% | 5,201 | +1.1% | 0.27% | -2.9% |
| Q3 2023 | $401,402 | -7.8% | 5,142 | -6.0% | 0.28% | -9.1% |
| Q2 2023 | $435,241 | -5.0% | 5,470 | -1.7% | 0.31% | -6.7% |
| Q1 2023 | $458,011 | -3.5% | 5,567 | +0.9% | 0.33% | -4.3% |
| Q4 2022 | $474,666 | +12.5% | 5,516 | -0.9% | 0.34% | +3.6% |
| Q3 2022 | $422,000 | -6.8% | 5,565 | +1.0% | 0.33% | +1.8% |
| Q2 2022 | $453,000 | -5.8% | 5,511 | +1.0% | 0.33% | +2.8% |
| Q1 2022 | $481,000 | +7.1% | 5,457 | +0.3% | 0.32% | +17.8% |
| Q4 2021 | $449,000 | +8.2% | 5,441 | +1.0% | 0.27% | +5.9% |
| Q3 2021 | $415,000 | +8.9% | 5,389 | +10.6% | 0.26% | +9.9% |
| Q2 2021 | $381,000 | -5.9% | 4,871 | -8.2% | 0.23% | -11.8% |
| Q1 2021 | $405,000 | +22.0% | 5,308 | +11.0% | 0.26% | +12.9% |
| Q4 2020 | $332,000 | +12.9% | 4,780 | +1.6% | 0.23% | +11.5% |
| Q3 2020 | $294,000 | -19.2% | 4,706 | -19.5% | 0.21% | -24.0% |
| Q2 2020 | $364,000 | +11.0% | 5,844 | +0.9% | 0.28% | -1.4% |
| Q1 2020 | $328,000 | -26.0% | 5,791 | +0.5% | 0.28% | -2.4% |
| Q4 2019 | $443,000 | – | 5,763 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,187,293 | $73,956,000 | 5.41% |
| PBMares Wealth Management LLC | 49,761 | $3,100,000 | 4.66% |
| Evanson Asset Management, LLC | 136,376 | $8,495,000 | 1.68% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $9,344,000 | 1.06% |
| Harvest Investment Services, LLC | 26,863 | $1,673,000 | 0.99% |
| LVM CAPITAL MANAGEMENT LTD/MI | 55,303 | $3,445,000 | 0.71% |
| PSI Advisors, LLC | 13,022 | $811,000 | 0.65% |
| CADENCE BANK NA | 17,848 | $1,112,000 | 0.47% |
| Cetera Advisor Networks LLC | 269,488 | $16,786,000 | 0.45% |
| CWM, LLC | 556,940 | $43,564,000 | 0.35% |