WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,866,886 | -3.0% | 36,727 | -1.1% | 1.03% | -2.2% |
| Q2 2023 | $2,955,203 | -3.4% | 37,140 | -0.2% | 1.06% | -7.1% |
| Q1 2023 | $3,060,650 | -5.2% | 37,203 | -0.9% | 1.14% | -12.9% |
| Q4 2022 | $3,229,500 | +13.3% | 37,526 | -0.2% | 1.31% | +5.1% |
| Q3 2022 | $2,851,000 | -7.4% | 37,613 | +0.6% | 1.24% | -5.8% |
| Q2 2022 | $3,078,000 | -7.0% | 37,399 | -0.4% | 1.32% | -35.2% |
| Q1 2022 | $3,308,000 | +7.0% | 37,554 | +0.3% | 2.04% | +56.0% |
| Q4 2021 | $3,091,000 | +6.4% | 37,444 | -0.8% | 1.31% | -5.6% |
| Q3 2021 | $2,904,000 | -5.3% | 37,727 | -3.8% | 1.38% | -17.1% |
| Q2 2021 | $3,067,000 | -1.0% | 39,209 | -3.5% | 1.67% | -34.0% |
| Q1 2021 | $3,099,000 | +7.5% | 40,614 | -2.3% | 2.53% | -23.7% |
| Q4 2020 | $2,883,000 | +9.1% | 41,568 | -1.7% | 3.32% | -14.6% |
| Q3 2020 | $2,642,000 | -14.8% | 42,280 | -15.0% | 3.88% | -16.7% |
| Q2 2020 | $3,100,000 | -7.4% | 49,761 | -15.9% | 4.66% | -11.5% |
| Q1 2020 | $3,348,000 | -34.4% | 59,148 | -11.0% | 5.27% | -13.3% |
| Q4 2019 | $5,107,000 | – | 66,483 | – | 6.08% | – |
Download | ||||||
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 & Williams, 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% |