WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,438,374 | -6.3% | 18,427 | -4.5% | 0.99% | -3.7% |
| Q2 2023 | $1,535,241 | -4.2% | 19,294 | -0.9% | 1.03% | -8.6% |
| Q1 2023 | $1,602,321 | -7.5% | 19,476 | -3.2% | 1.12% | -7.9% |
| Q4 2022 | $1,731,465 | -5.7% | 20,119 | -17.0% | 1.22% | -13.0% |
| Q3 2022 | $1,837,000 | -40.6% | 24,242 | -35.4% | 1.40% | -36.7% |
| Q2 2022 | $3,090,000 | +3.6% | 37,555 | +10.9% | 2.22% | +40.9% |
| Q1 2022 | $2,982,000 | +41.3% | 33,857 | +32.3% | 1.57% | +50.5% |
| Q4 2021 | $2,111,000 | +7.6% | 25,585 | +0.4% | 1.05% | +2.3% |
| Q3 2021 | $1,961,000 | +19.4% | 25,485 | +21.4% | 1.02% | +15.9% |
| Q2 2021 | $1,642,000 | +16.3% | 20,994 | +13.4% | 0.88% | +15.3% |
| Q1 2021 | $1,412,000 | – | 18,510 | – | 0.76% | – |
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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% |