WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $35,275 | -2.4% | 417 | 0.0% | 0.01% | -15.4% |
Q1 2024 | $36,137 | +5.5% | 417 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $34,269 | +5.3% | 417 | 0.0% | 0.01% | -7.1% |
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 ↓ |
---|---|---|---|
Linscomb Wealth, Inc. | 1,302,104 | $84,793,000 | 8.02% |
Evanson Asset Management, LLC | 138,612 | $9,026,000 | 2.06% |
HARVEST CAPITAL MANAGEMENT INC | 74,945 | $4,884,000 | 1.79% |
Harvest Investment Services, LLC | 22,647 | $1,558,000 | 1.44% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $9,768,000 | 1.36% |
LVM CAPITAL MANAGEMENT LTD/MI | 63,299 | $4,122,000 | 1.08% |
COBIZ WEALTH, LLC | 74,292 | $4,838,000 | 1.06% |
Clearwater Capital Advisors, LLC | 56,924 | $3,707,000 | 0.81% |
ACG Wealth | 59,441 | $3,871,000 | 0.59% |
EXECUTIVE WEALTH GROUP LLC | 9,219 | $600,351 | 0.57% |