WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,199 | -49.9% | 2,757 | -48.9% | 0.00% | – |
| Q2 2023 | $429,628 | -12.2% | 5,399 | -9.3% | 0.00% | – |
| Q1 2023 | $489,520 | +118.7% | 5,950 | +128.8% | 0.00% | – |
| Q4 2022 | $223,792 | +11.3% | 2,600 | -2.0% | 0.00% | – |
| Q3 2022 | $201,000 | -20.6% | 2,652 | -13.9% | 0.00% | – |
| Q2 2022 | $253,000 | +14.5% | 3,081 | +23.0% | 0.00% | – |
| Q1 2022 | $221,000 | +2.3% | 2,504 | -4.2% | 0.00% | – |
| Q4 2021 | $216,000 | +13.1% | 2,615 | +5.1% | 0.00% | – |
| Q3 2021 | $191,000 | +16.5% | 2,487 | +18.5% | 0.00% | – |
| Q2 2021 | $164,000 | -24.8% | 2,098 | -26.8% | 0.00% | – |
| Q1 2021 | $218,000 | +62.7% | 2,865 | +48.1% | 0.00% | – |
| Q4 2020 | $134,000 | -58.3% | 1,934 | -62.3% | 0.00% | – |
| Q3 2020 | $321,000 | +93.4% | 5,134 | +92.5% | 0.00% | – |
| Q2 2020 | $166,000 | +49.5% | 2,667 | +35.4% | 0.00% | – |
| Q1 2020 | $111,000 | -15.9% | 1,970 | +14.3% | 0.00% | – |
| Q4 2019 | $132,000 | +2.3% | 1,723 | -0.8% | 0.00% | – |
| Q3 2019 | $129,000 | +38.7% | 1,737 | +35.6% | 0.00% | – |
| Q2 2019 | $93,000 | +16.2% | 1,281 | +16.1% | 0.00% | – |
| Q1 2019 | $80,000 | +300.0% | 1,103 | +261.6% | 0.00% | – |
| Q4 2018 | $20,000 | – | 305 | +10066.7% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |