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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,979 | -12.9% | 6,853 | -11.2% | 0.12% | -10.6% |
| Q2 2023 | $614,395 | -14.1% | 7,721 | -11.2% | 0.13% | -18.5% |
| Q1 2023 | $715,456 | -52.3% | 8,696 | -50.1% | 0.16% | -10.5% |
| Q4 2022 | $1,498,896 | +109.1% | 17,416 | +84.1% | 0.18% | -4.2% |
| Q3 2022 | $717,000 | -26.0% | 9,458 | -19.7% | 0.19% | -22.9% |
| Q2 2022 | $969,000 | -11.5% | 11,776 | -5.2% | 0.24% | +2.5% |
| Q1 2022 | $1,095,000 | -0.6% | 12,426 | -6.9% | 0.24% | -4.4% |
| Q4 2021 | $1,102,000 | +0.3% | 13,346 | -6.5% | 0.25% | -10.1% |
| Q3 2021 | $1,099,000 | -1.8% | 14,271 | -0.3% | 0.28% | -4.1% |
| Q2 2021 | $1,119,000 | -19.4% | 14,307 | -21.4% | 0.29% | -26.8% |
| Q1 2021 | $1,389,000 | -7.7% | 18,203 | -16.0% | 0.40% | -20.3% |
| Q4 2020 | $1,505,000 | – | 21,681 | – | 0.50% | – |
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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 & Williams, 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% |