WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 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% | – |
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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% |