WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |