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 | $15,035 | +65.4% | 193 | +69.3% | 0.01% | +66.7% |
| Q2 2023 | $9,090 | -3.3% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,398 | -100.0% | 114 | -62.0% | 0.00% | -62.5% |
| Q4 2021 | $24,762,000 | +7.2% | 300 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $23,094,000 | -1.6% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,466,000 | +2.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,890,000 | +10.0% | 300 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $20,808,000 | +11.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,747,000 | +0.3% | 300 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $18,687,000 | +109823.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -26.1% | 300 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $23,000 | +4.5% | 300 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $22,000 | +10.0% | 300 | 0.0% | 0.02% | -16.7% |
| Q4 2018 | $20,000 | – | 300 | – | 0.02% | – |
Download | ||||||
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% |