WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q1 2020. 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 | -80.8% | 25 | -80.5% | 0.00% | -66.7% |
| Q2 2023 | $10,185 | -3.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,531 | -4.4% | 128 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $11,016 | -79.6% | 128 | -81.9% | 0.00% | -81.8% |
| Q3 2022 | $54,000 | -11.5% | 709 | +1.7% | 0.02% | +4.8% |
| Q1 2022 | $61,000 | +7.0% | 697 | +0.1% | 0.02% | +5.0% |
| Q4 2021 | $57,000 | -3.4% | 696 | -8.5% | 0.02% | -16.7% |
| Q3 2021 | $59,000 | -11.9% | 761 | -35.8% | 0.02% | -51.0% |
| Q1 2020 | $67,000 | +11.7% | 1,186 | +52.2% | 0.05% | +11.4% |
| Q4 2019 | $60,000 | – | 779 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
| Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
| HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
| Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
| Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
| EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
| LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
| COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
| Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
| Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |