WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |