WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |