WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |