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 | $20,975 | -1.2% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $21,229 | -4.8% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $22,303 | -4.8% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $23,436 | +10.3% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $21,257 | -1.1% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $21,502 | -3.3% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $22,245 | +4.4% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $21,315 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 227,550 | $12,873,000 | 6.08% |
| Linscomb Wealth, Inc. | 914,616 | $51,740,000 | 5.71% |
| Evanson Asset Management, LLC | 147,984 | $8,372,000 | 3.68% |
| Keystone Financial Planning, Inc. | 71,480 | $4,044,000 | 3.13% |
| Trutina Financial LLC | 52,481 | $2,969,000 | 2.20% |
| Camarda Financial Advisors, LLC | 48,749 | $2,758,000 | 2.12% |
| COBIZ WEALTH, LLC | 150,249 | $8,500,000 | 2.03% |
| TOWER TRUST Co | 29,447 | $1,666,000 | 1.05% |
| LVM CAPITAL MANAGEMENT LTD/MI | 53,030 | $3,000,000 | 1.05% |
| Cetera Advisor Networks LLC | 152,622 | $8,629,000 | 0.62% |