WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,999,475 | -3.5% | 38,425 | -1.6% | 0.00% | – |
| Q2 2023 | $3,108,017 | +28.1% | 39,060 | +32.4% | 0.00% | – |
| Q1 2023 | $2,426,808 | +382074.5% | 29,501 | +299.3% | 0.00% | – |
| Q4 2022 | $635 | -99.8% | 7,389 | +83.3% | 0.00% | – |
| Q3 2022 | $306,000 | -8.7% | 4,031 | -0.9% | 0.00% | – |
| Q2 2022 | $335,000 | -20.0% | 4,069 | -14.3% | 0.00% | – |
| Q1 2022 | $419,000 | +7.4% | 4,749 | +0.5% | 0.00% | – |
| Q4 2021 | $390,000 | +7.1% | 4,725 | +0.0% | 0.00% | – |
| Q3 2021 | $364,000 | -4.7% | 4,724 | -3.3% | 0.00% | – |
| Q2 2021 | $382,000 | +2.4% | 4,886 | 0.0% | 0.00% | – |
| Q1 2021 | $373,000 | +10.0% | 4,886 | 0.0% | 0.00% | – |
| Q4 2020 | $339,000 | +12.3% | 4,886 | 0.0% | 0.00% | – |
| Q3 2020 | $302,000 | -14.4% | 4,886 | -13.7% | 0.00% | – |
| Q2 2020 | $353,000 | -36.9% | 5,663 | -42.6% | 0.00% | – |
| Q1 2020 | $559,000 | +95.5% | 9,874 | +165.1% | 0.00% | – |
| Q4 2019 | $286,000 | +3.2% | 3,725 | 0.0% | 0.00% | – |
| Q3 2019 | $277,000 | -10.6% | 3,725 | -13.1% | 0.00% | – |
| Q2 2019 | $310,000 | +14.8% | 4,289 | +15.1% | 0.00% | – |
| Q1 2019 | $270,000 | -13.5% | 3,725 | -22.1% | 0.00% | – |
| Q4 2018 | $312,000 | -9.6% | 4,784 | 0.0% | 0.00% | – |
| Q3 2018 | $345,000 | +3.0% | 4,784 | 0.0% | 0.00% | – |
| Q2 2018 | $335,000 | +3.4% | 4,784 | +0.7% | 0.00% | – |
| Q1 2018 | $324,000 | -6.4% | 4,753 | 0.0% | 0.00% | – |
| Q4 2017 | $346,000 | +4.2% | 4,753 | 0.0% | 0.00% | – |
| Q3 2017 | $332,000 | -16.8% | 4,753 | -18.7% | 0.00% | – |
| Q2 2017 | $399,000 | -6.6% | 5,843 | -6.2% | 0.00% | – |
| Q1 2017 | $427,000 | -6.4% | 6,232 | -8.1% | 0.00% | – |
| Q4 2016 | $456,000 | -78.6% | 6,780 | -78.8% | 0.00% | -100.0% |
| Q3 2016 | $2,128,000 | -42.5% | 32,004 | -42.3% | 0.00% | 0.0% |
| Q2 2016 | $3,700,000 | -15.1% | 55,452 | -19.4% | 0.00% | 0.0% |
| Q1 2016 | $4,356,000 | +358.0% | 68,836 | +327.0% | 0.00% | – |
| Q4 2015 | $951,000 | -14.6% | 16,122 | -19.6% | 0.00% | – |
| Q3 2015 | $1,113,000 | -6.7% | 20,058 | 0.0% | 0.00% | – |
| Q2 2015 | $1,193,000 | -37.1% | 20,058 | -35.9% | 0.00% | – |
| Q1 2015 | $1,897,000 | -0.4% | 31,273 | +1.1% | 0.00% | – |
| Q4 2014 | $1,904,000 | +35.0% | 30,930 | +30.1% | 0.00% | – |
| Q3 2014 | $1,410,000 | +1.1% | 23,782 | +1.3% | 0.00% | – |
| Q2 2014 | $1,395,000 | +16.6% | 23,477 | +11.0% | 0.00% | – |
| Q1 2014 | $1,196,000 | -9.1% | 21,150 | -11.4% | 0.00% | – |
| Q4 2013 | $1,316,000 | +9.6% | 23,880 | +3.3% | 0.00% | – |
| Q3 2013 | $1,201,000 | +2.2% | 23,109 | +1.7% | 0.00% | – |
| Q2 2013 | $1,175,000 | – | 22,729 | – | 0.00% | – |
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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% |