WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |