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 | $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% | – |
Download | ||||||
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% |