WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,762 | -7.4% | 1,829 | -5.6% | 0.01% | -12.5% |
| Q2 2023 | $154,125 | -3.2% | 1,937 | +0.1% | 0.01% | -20.0% |
| Q1 2023 | $159,252 | -4.4% | 1,936 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $166,526 | +85.0% | 1,935 | +62.1% | 0.01% | +66.7% |
| Q3 2022 | $90,000 | -9.1% | 1,194 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $99,000 | +67.8% | 1,194 | +76.9% | 0.01% | +66.7% |
| Q1 2022 | $59,000 | +7.3% | 675 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $55,000 | +5.8% | 675 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | -1.9% | 675 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $53,000 | -83.6% | 675 | -83.7% | 0.00% | -77.8% |
| Q1 2021 | $324,000 | +535.3% | 4,143 | -4.0% | 0.01% | +350.0% |
| Q4 2020 | $51,000 | +24.4% | 4,317 | +539.6% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | +2.5% | 675 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $40,000 | +8.1% | 675 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $37,000 | -27.5% | 675 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $51,000 | +292.3% | 675 | +237.5% | 0.00% | +50.0% |
| Q3 2016 | $13,000 | -87.0% | 200 | -86.7% | 0.00% | -86.7% |
| Q2 2016 | $100,000 | +733.3% | 1,500 | +650.0% | 0.02% | +650.0% |
| Q1 2016 | $12,000 | – | 200 | – | 0.00% | – |
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 Wealth, 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% |