WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,315,342 | -26.7% | 106,525 | -25.3% | 0.08% | -28.1% |
| Q2 2023 | $11,342,067 | -0.1% | 142,542 | +3.3% | 0.11% | -7.3% |
| Q1 2023 | $11,354,124 | -20.5% | 138,010 | -16.8% | 0.12% | -3.1% |
| Q4 2022 | $14,280,538 | -99.8% | 165,937 | +6.0% | 0.13% | +98.4% |
| Q3 2022 | $5,941,936,000 | +185585.5% | 156,600 | +302.7% | 0.06% | +93.9% |
| Q2 2022 | $3,200,000 | -0.9% | 38,885 | +6.1% | 0.03% | -2.9% |
| Q1 2022 | $3,230,000 | +6.0% | 36,664 | -0.7% | 0.03% | +9.7% |
| Q4 2021 | $3,046,000 | +12.0% | 36,909 | +4.5% | 0.03% | +14.8% |
| Q3 2021 | $2,720,000 | +3.3% | 35,332 | +5.0% | 0.03% | -10.0% |
| Q2 2021 | $2,633,000 | +26.6% | 33,660 | +23.5% | 0.03% | +15.4% |
| Q1 2021 | $2,079,000 | +13.3% | 27,253 | +2.2% | 0.03% | +23.8% |
| Q4 2020 | $1,835,000 | -99.9% | 26,669 | +10.3% | 0.02% | -27.6% |
| Q3 2020 | $1,541,000,000 | – | 24,187 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |