WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 187 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,919,715 | +4.3% | 211,842 | +6.8% | 8.88% | -4.1% |
| Q1 2024 | $17,181,385 | +35.6% | 198,262 | +28.6% | 9.26% | +1.1% |
| Q4 2023 | $12,667,143 | +22.7% | 154,139 | +16.5% | 9.16% | -2.5% |
| Q3 2023 | $10,326,245 | +49.3% | 132,286 | +52.2% | 9.40% | +20.0% |
| Q2 2023 | $6,914,951 | – | 86,904 | – | 7.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |