WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |