WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 164 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $239,165 | -8.3% | 2,827 | -6.1% | 0.01% | -12.5% |
Q1 2024 | $260,867 | +11.2% | 3,010 | +5.4% | 0.01% | 0.0% |
Q4 2023 | $234,608 | +5.6% | 2,855 | +0.3% | 0.01% | -27.3% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |