WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |