WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $305,000 | -6.7% | 3,708 | 0.0% | 0.04% | +5.0% |
| Q1 2022 | $327,000 | +6.9% | 3,708 | 0.0% | 0.04% | +11.1% |
| Q4 2021 | $306,000 | +7.4% | 3,708 | +0.0% | 0.04% | 0.0% |
| Q3 2021 | $285,000 | -2.1% | 3,707 | -0.3% | 0.04% | -2.7% |
| Q2 2021 | $291,000 | +2.5% | 3,718 | +0.0% | 0.04% | -7.5% |
| Q1 2021 | $284,000 | +8.4% | 3,717 | -1.6% | 0.04% | 0.0% |
| Q4 2020 | $262,000 | – | 3,778 | – | 0.04% | – |
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% |