WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb Wealth, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |