WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
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% |