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 | $222,191 | -1.6% | 2,846 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $225,738 | -3.0% | 2,837 | +0.4% | 0.01% | -21.4% |
| Q1 2023 | $232,615 | -4.1% | 2,827 | +0.3% | 0.01% | -17.6% |
| Q4 2022 | $242,552 | +13.9% | 2,818 | +0.3% | 0.02% | -5.6% |
| Q3 2022 | $213,000 | -7.4% | 2,810 | +0.4% | 0.02% | -5.3% |
| Q2 2022 | $230,000 | -9.8% | 2,800 | -3.4% | 0.02% | +5.6% |
| Q1 2022 | $255,000 | +9.0% | 2,899 | +2.0% | 0.02% | +5.9% |
| Q4 2021 | $234,000 | – | 2,841 | – | 0.02% | – |
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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% |