WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HARVEST CAPITAL MANAGEMENT INC | 227,550 | $12,873,000 | 6.08% |
Linscomb Wealth, Inc. | 914,616 | $51,740,000 | 5.71% |
Evanson Asset Management, LLC | 147,984 | $8,372,000 | 3.68% |
Keystone Financial Planning, Inc. | 71,480 | $4,044,000 | 3.13% |
Trutina Financial LLC | 52,481 | $2,969,000 | 2.20% |
Camarda Financial Advisors, LLC | 48,749 | $2,758,000 | 2.12% |
COBIZ WEALTH, LLC | 150,249 | $8,500,000 | 2.03% |
TOWER TRUST Co | 29,447 | $1,666,000 | 1.05% |
LVM CAPITAL MANAGEMENT LTD/MI | 53,030 | $3,000,000 | 1.05% |
Cetera Advisor Networks LLC | 152,622 | $8,629,000 | 0.62% |