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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $152,069 | -2.3% | 1,911 | +1.1% | 0.03% | -8.6% |
| Q1 2023 | $155,575 | -3.4% | 1,891 | +1.0% | 0.04% | -10.3% |
| Q4 2022 | $161,100 | +15.1% | 1,872 | +1.0% | 0.04% | +2.6% |
| Q3 2022 | $140,000 | -7.3% | 1,853 | +1.1% | 0.04% | -7.3% |
| Q2 2022 | $151,000 | -5.6% | 1,833 | +1.0% | 0.04% | +7.9% |
| Q1 2022 | $160,000 | +7.4% | 1,814 | +0.3% | 0.04% | +2.7% |
| Q4 2021 | $149,000 | +39.3% | 1,808 | +5.4% | 0.04% | -51.9% |
| Q3 2021 | $107,000 | -23.0% | 1,715 | -3.3% | 0.08% | +92.5% |
| Q2 2021 | $139,000 | +3.7% | 1,773 | +0.8% | 0.04% | -21.6% |
| Q1 2021 | $134,000 | +10.7% | 1,759 | +0.8% | 0.05% | -31.1% |
| Q4 2020 | $121,000 | +13.1% | 1,745 | +1.7% | 0.07% | -3.9% |
| Q3 2020 | $107,000 | +0.9% | 1,715 | +0.9% | 0.08% | -11.5% |
| Q2 2020 | $106,000 | +11.6% | 1,700 | +1.1% | 0.09% | -9.4% |
| Q1 2020 | $95,000 | – | 1,682 | – | 0.10% | – |
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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% |