WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,551 | -1.9% | 417 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $33,181 | -16.3% | 417 | -13.5% | 0.02% | -21.1% |
| Q1 2023 | $39,655 | -4.4% | 482 | 0.0% | 0.02% | -13.6% |
| Q4 2022 | $41,481 | -91.5% | 482 | -92.5% | 0.02% | -91.4% |
| Q3 2022 | $486,000 | -32.5% | 6,417 | -26.7% | 0.26% | -28.0% |
| Q2 2022 | $720,000 | -14.5% | 8,751 | -8.5% | 0.35% | +2.0% |
| Q1 2022 | $842,000 | +5.4% | 9,564 | -1.2% | 0.35% | +6.8% |
| Q4 2021 | $799,000 | +8.0% | 9,685 | +0.8% | 0.32% | -4.4% |
| Q3 2021 | $740,000 | -2.0% | 9,610 | -0.5% | 0.34% | -14.6% |
| Q2 2021 | $755,000 | +1.5% | 9,660 | -1.0% | 0.40% | -9.1% |
| Q1 2021 | $744,000 | +5.8% | 9,760 | -3.7% | 0.44% | -9.7% |
| Q4 2020 | $703,000 | -12.2% | 10,140 | -21.0% | 0.48% | -20.6% |
| Q3 2020 | $801,000 | -1.2% | 12,833 | -1.5% | 0.61% | -6.6% |
| Q2 2020 | $811,000 | +9.6% | 13,022 | -0.5% | 0.65% | -4.0% |
| Q1 2020 | $740,000 | -33.4% | 13,084 | -9.6% | 0.68% | -4.6% |
| Q4 2019 | $1,111,000 | – | 14,470 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |