WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,664 | -1.9% | 3,493 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $277,938 | -3.3% | 3,493 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $287,369 | -15.3% | 3,493 | -11.4% | 0.01% | -28.6% |
| Q4 2022 | $339,335 | +13.5% | 3,943 | -0.1% | 0.01% | +16.7% |
| Q3 2022 | $299,000 | -25.2% | 3,947 | -18.8% | 0.01% | -25.0% |
| Q2 2022 | $400,000 | -6.5% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $428,000 | +6.7% | 4,863 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $401,000 | +7.2% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $374,000 | -1.6% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $380,000 | +2.4% | 4,863 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $371,000 | +10.1% | 4,863 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $337,000 | +10.9% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $304,000 | +0.3% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $303,000 | -35.4% | 4,863 | -41.3% | 0.01% | -50.0% |
| Q1 2020 | $469,000 | -26.3% | 8,286 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $636,000 | +3.1% | 8,286 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $617,000 | +2.3% | 8,286 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $603,000 | +0.5% | 8,286 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $600,000 | +11.1% | 8,286 | 0.0% | 0.02% | -5.9% |
| Q4 2018 | $540,000 | -9.7% | 8,286 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $598,000 | +3.1% | 8,286 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $580,000 | +3.2% | 8,286 | +0.5% | 0.02% | +5.9% |
| Q1 2018 | $562,000 | -6.5% | 8,246 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $601,000 | +4.3% | 8,246 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $576,000 | +2.1% | 8,246 | 0.0% | 0.02% | +5.9% |
| Q2 2017 | $564,000 | +7.6% | 8,246 | +7.7% | 0.02% | +6.2% |
| Q1 2017 | $524,000 | +1.7% | 7,658 | 0.0% | 0.02% | -5.9% |
| Q4 2016 | $515,000 | +1.2% | 7,658 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $509,000 | -0.4% | 7,658 | 0.0% | 0.02% | -5.6% |
| Q2 2016 | $511,000 | +5.4% | 7,658 | 0.0% | 0.02% | +5.9% |
| Q1 2016 | $485,000 | +7.1% | 7,658 | 0.0% | 0.02% | -10.5% |
| Q4 2015 | $453,000 | -20.4% | 7,658 | -25.2% | 0.02% | -26.9% |
| Q3 2015 | $569,000 | -6.6% | 10,243 | 0.0% | 0.03% | +4.0% |
| Q2 2015 | $609,000 | -1.9% | 10,243 | 0.0% | 0.02% | -3.8% |
| Q1 2015 | $621,000 | -1.6% | 10,243 | 0.0% | 0.03% | -3.7% |
| Q4 2014 | $631,000 | +4.0% | 10,243 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $607,000 | -0.3% | 10,243 | 0.0% | 0.03% | +3.8% |
| Q2 2014 | $609,000 | +8.2% | 10,243 | +3.0% | 0.03% | +4.0% |
| Q1 2014 | $563,000 | +4.1% | 9,943 | +1.3% | 0.02% | +4.2% |
| Q4 2013 | $541,000 | +108.9% | 9,815 | +96.3% | 0.02% | +100.0% |
| Q3 2013 | $259,000 | 0.0% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $259,000 | – | 5,000 | – | 0.01% | – |
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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% |