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 | $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 ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 324,234 | $24,960,000 | 2.89% |
| Linscomb & Williams, Inc. | 421,386 | $32,438,000 | 1.67% |
| PBMares Wealth Management LLC | 37,727 | $2,904,000 | 1.38% |
| ShoreHaven Wealth Partners, LLC | 25,485 | $1,961,000 | 1.02% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,547,000 | 0.90% |
| Evanson Asset Management, LLC | 110,522 | $8,601,000 | 0.88% |
| Harvest Investment Services, LLC | 20,868 | $1,606,000 | 0.66% |
| CADENCE BANK NA | 20,683 | $1,592,000 | 0.47% |
| PSI Advisors, LLC | 9,610 | $740,000 | 0.34% |
| LVM CAPITAL MANAGEMENT LTD/MI | 27,292 | $2,101,000 | 0.32% |