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 | $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 ↓ |
|---|---|---|---|
| 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% |