WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410,752 | -1.9% | 5,262 | 0.0% | 0.09% | 0.0% |
Q2 2023 | $418,697 | -3.3% | 5,262 | 0.0% | 0.09% | -11.3% |
Q1 2023 | $432,905 | -4.4% | 5,262 | 0.0% | 0.11% | -17.8% |
Q4 2022 | $452,848 | +13.5% | 5,262 | 0.0% | 0.13% | -10.4% |
Q3 2022 | $399,000 | -7.9% | 5,262 | 0.0% | 0.14% | -10.6% |
Q2 2022 | $433,000 | -12.7% | 5,262 | -4.6% | 0.16% | -1.2% |
Q1 2022 | $496,000 | +0.4% | 5,514 | -6.9% | 0.16% | -8.9% |
Q4 2021 | $494,000 | +4.2% | 5,922 | -3.9% | 0.18% | -2.7% |
Q3 2021 | $474,000 | -1.7% | 6,160 | 0.0% | 0.18% | -7.1% |
Q2 2021 | $482,000 | +0.6% | 6,160 | 0.0% | 0.20% | -6.2% |
Q1 2021 | $479,000 | +12.2% | 6,160 | 0.0% | 0.21% | -7.9% |
Q4 2020 | $427,000 | +7.6% | 6,160 | 0.0% | 0.23% | -10.5% |
Q3 2020 | $397,000 | +13.4% | 6,160 | +9.7% | 0.26% | -8.2% |
Q2 2020 | $350,000 | +10.1% | 5,615 | 0.0% | 0.28% | -19.8% |
Q1 2020 | $318,000 | – | 5,615 | – | 0.35% | – |
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% |