WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,100,499 | -0.9% | 39,719 | +1.0% | 2.76% | +3.8% |
| Q2 2023 | $3,127,952 | -2.3% | 39,311 | +1.1% | 2.66% | -33.0% |
| Q1 2023 | $3,200,060 | -3.4% | 38,897 | +1.0% | 3.98% | -13.7% |
| Q4 2022 | $3,313,714 | +14.7% | 38,505 | +1.0% | 4.61% | -2.9% |
| Q3 2022 | $2,890,000 | -6.9% | 38,119 | +1.1% | 4.74% | +59.8% |
| Q2 2022 | $3,103,000 | -5.6% | 37,711 | +1.1% | 2.97% | +7.0% |
| Q1 2022 | $3,286,000 | +7.0% | 37,307 | +0.3% | 2.77% | -4.0% |
| Q4 2021 | $3,070,000 | – | 37,188 | – | 2.89% | – |
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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% |