WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 141 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,457 | -9.8% | 29,041 | -7.6% | 0.00% | -20.0% |
Q1 2024 | $2,723 | -9.6% | 31,427 | -14.2% | 0.01% | -16.7% |
Q4 2023 | $3,011 | -4.6% | 36,636 | -9.4% | 0.01% | -14.3% |
Q3 2023 | $3,155 | -4.7% | 40,417 | -2.8% | 0.01% | 0.0% |
Q2 2023 | $3,309 | -5.8% | 41,581 | -2.6% | 0.01% | 0.0% |
Q1 2023 | $3,513 | +10.5% | 42,708 | +15.6% | 0.01% | -12.5% |
Q4 2022 | $3,180 | -99.9% | 36,951 | +9.7% | 0.01% | +14.3% |
Q3 2022 | $2,553,000 | -5.3% | 33,684 | +2.8% | 0.01% | 0.0% |
Q2 2022 | $2,696,000 | +3.6% | 32,769 | +10.9% | 0.01% | +16.7% |
Q1 2022 | $2,603,000 | +19.8% | 29,560 | +12.3% | 0.01% | +20.0% |
Q4 2021 | $2,172,000 | +8.6% | 26,323 | +1.3% | 0.01% | 0.0% |
Q3 2021 | $2,000,000 | -5.2% | 25,988 | -3.6% | 0.01% | 0.0% |
Q2 2021 | $2,109,000 | +11.9% | 26,964 | +9.1% | 0.01% | 0.0% |
Q1 2021 | $1,885,000 | +12.0% | 24,707 | +1.8% | 0.01% | 0.0% |
Q4 2020 | $1,683,000 | +12.0% | 24,277 | +0.9% | 0.01% | 0.0% |
Q3 2020 | $1,503,000 | -0.1% | 24,060 | -0.4% | 0.01% | -16.7% |
Q2 2020 | $1,504,000 | -5.3% | 24,154 | -13.9% | 0.01% | -14.3% |
Q1 2020 | $1,588,000 | -39.0% | 28,057 | -17.3% | 0.01% | -30.0% |
Q4 2019 | $2,604,000 | +6.8% | 33,907 | +3.5% | 0.01% | 0.0% |
Q3 2019 | $2,439,000 | +0.1% | 32,753 | -2.2% | 0.01% | -9.1% |
Q2 2019 | $2,437,000 | -0.3% | 33,491 | -0.7% | 0.01% | 0.0% |
Q1 2019 | $2,445,000 | +20.0% | 33,744 | +7.8% | 0.01% | 0.0% |
Q4 2018 | $2,038,000 | +3.7% | 31,301 | +14.9% | 0.01% | +22.2% |
Q3 2018 | $1,965,000 | -79.9% | 27,233 | -80.5% | 0.01% | -82.4% |
Q2 2018 | $9,771,000 | +5.0% | 139,709 | +2.3% | 0.05% | 0.0% |
Q1 2018 | $9,306,000 | -6.6% | 136,614 | -0.1% | 0.05% | -5.6% |
Q4 2017 | $9,960,000 | – | 136,740 | – | 0.05% | – |
Download |
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% |