WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $498,721 | -4.4% | 6,062 | 0.0% | 0.22% | -8.0% |
Q4 2022 | $521,696 | +13.5% | 6,062 | 0.0% | 0.24% | -2.5% |
Q3 2022 | $459,560 | -7.9% | 6,062 | 0.0% | 0.24% | -4.3% |
Q2 2022 | $498,842 | -14.6% | 6,062 | -8.6% | 0.25% | -18.8% |
Q1 2022 | $584,125 | +4.0% | 6,631 | -2.5% | 0.31% | -1.6% |
Q4 2021 | $561,602 | – | 6,804 | – | 0.32% | – |
Download |
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 Wealth, 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% |