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 | $4,776,267 | -2.0% | 61,187 | -0.1% | 2.14% | -7.9% |
Q2 2023 | $4,873,019 | -6.4% | 61,242 | -3.2% | 2.33% | -5.6% |
Q1 2023 | $5,203,613 | -15.0% | 63,250 | -11.1% | 2.47% | -11.7% |
Q4 2022 | $6,123,000 | -37.6% | 71,148 | -40.3% | 2.79% | -53.7% |
Q2 2022 | $9,813,000 | +7.7% | 119,252 | +15.3% | 6.03% | +6.5% |
Q1 2022 | $9,108,000 | – | 103,396 | – | 5.66% | – |
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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% |