WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,863 | -7.1% | 3,022 | -5.3% | 0.06% | -4.6% |
| Q2 2023 | $253,865 | -6.0% | 3,190 | -2.8% | 0.06% | -13.3% |
| Q1 2023 | $270,107 | -2.8% | 3,283 | +1.6% | 0.08% | -10.7% |
| Q4 2022 | $277,985 | +14.9% | 3,230 | +1.0% | 0.08% | +5.0% |
| Q3 2022 | $242,000 | -12.6% | 3,198 | -4.9% | 0.08% | -11.1% |
| Q2 2022 | $277,000 | -5.5% | 3,364 | +1.1% | 0.09% | 0.0% |
| Q1 2022 | $293,000 | +6.9% | 3,327 | +0.3% | 0.09% | +8.4% |
| Q4 2021 | $274,000 | -33.2% | 3,317 | -37.7% | 0.08% | -42.8% |
| Q3 2021 | $410,000 | -1.7% | 5,327 | -0.1% | 0.14% | -5.8% |
| Q2 2021 | $417,000 | -1.9% | 5,330 | -4.3% | 0.15% | -15.8% |
| Q1 2021 | $425,000 | – | 5,568 | – | 0.18% | – |
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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 Wealth, 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% |