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 | -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 ↓ |
|---|---|---|---|
| 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% |