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 | $172,122 | -1.9% | 2,205 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $175,452 | -3.3% | 2,205 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $181,405 | -4.4% | 2,205 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $189,762 | +13.6% | 2,205 | 0.0% | 0.02% | -17.9% |
| Q3 2022 | $167,000 | -7.7% | 2,205 | 0.0% | 0.03% | -6.7% |
| Q2 2022 | $181,000 | -6.7% | 2,205 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $194,000 | +6.6% | 2,205 | 0.0% | 0.03% | +7.1% |
| Q4 2021 | $182,000 | +5.2% | 2,205 | -7.8% | 0.03% | -59.4% |
| Q1 2019 | $173,000 | +11.6% | 2,391 | 0.0% | 0.07% | -9.2% |
| Q4 2018 | $155,000 | – | 2,391 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |