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 | $249,553 | +2.8% | 3,197 | +4.9% | 0.18% | +2.3% |
| Q2 2023 | $242,639 | -7.3% | 3,049 | -4.1% | 0.17% | -10.9% |
| Q1 2023 | $261,735 | -7.0% | 3,181 | -2.8% | 0.19% | -12.7% |
| Q4 2022 | $281,509 | +13.5% | 3,271 | +0.0% | 0.22% | +8.4% |
| Q3 2022 | $248,000 | -7.5% | 3,270 | +0.5% | 0.20% | -1.5% |
| Q2 2022 | $268,000 | -5.6% | 3,253 | +0.7% | 0.21% | +9.6% |
| Q1 2022 | $284,000 | +6.8% | 3,229 | +0.1% | 0.19% | +8.7% |
| Q4 2021 | $266,000 | +7.7% | 3,225 | +0.5% | 0.17% | +12.3% |
| Q3 2021 | $247,000 | -2.4% | 3,210 | -0.9% | 0.15% | +1.3% |
| Q2 2021 | $253,000 | -3.1% | 3,238 | -5.5% | 0.15% | -11.6% |
| Q1 2021 | $261,000 | +3.6% | 3,428 | -5.9% | 0.17% | -5.0% |
| Q4 2020 | $252,000 | +9.6% | 3,643 | -1.3% | 0.18% | -2.2% |
| Q3 2020 | $230,000 | -9.1% | 3,690 | -5.0% | 0.18% | -6.6% |
| Q2 2020 | $253,000 | -1.2% | 3,884 | -14.4% | 0.20% | -21.7% |
| Q1 2020 | $256,000 | -25.1% | 4,539 | +2.0% | 0.25% | -8.7% |
| Q4 2019 | $342,000 | +2.7% | 4,449 | -0.4% | 0.28% | -22.4% |
| Q3 2019 | $333,000 | – | 4,468 | – | 0.36% | – |
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 & Williams, 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% |