WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,952,515 | +434.7% | 25,013 | +445.1% | 0.02% | +500.0% |
| Q2 2023 | $365,147 | +26.3% | 4,589 | +30.6% | 0.00% | 0.0% |
| Q1 2023 | $289,015 | +29.0% | 3,513 | +38.3% | 0.00% | -50.0% |
| Q1 2022 | $224,000 | -9.3% | 2,541 | -15.0% | 0.01% | 0.0% |
| Q4 2021 | $247,000 | +21.1% | 2,989 | +12.7% | 0.01% | 0.0% |
| Q3 2021 | $204,000 | +22.2% | 2,651 | -0.9% | 0.01% | -11.1% |
| Q2 2020 | $167,000 | +3.7% | 2,675 | -6.2% | 0.01% | -18.2% |
| Q1 2020 | $161,000 | -25.1% | 2,851 | +1.7% | 0.01% | -35.3% |
| Q4 2019 | $215,000 | – | 2,803 | – | 0.02% | – |
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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% |