WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,508 | -1.9% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $143,226 | -3.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $148,086 | -4.4% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $154,908 | +13.9% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $136,000 | -8.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $148,000 | -9.8% | 1,800 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $164,000 | +6.5% | 1,862 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $154,000 | +10.8% | 1,862 | +3.4% | 0.00% | 0.0% |
| Q3 2021 | $139,000 | -1.4% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $141,000 | +2.9% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $137,000 | +9.6% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $125,000 | +11.6% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $112,000 | 0.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $112,000 | +9.8% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $102,000 | -26.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $138,000 | +3.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $134,000 | +2.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $131,000 | -9.7% | 1,800 | -10.0% | 0.00% | 0.0% |
| Q1 2019 | $145,000 | +11.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $130,000 | -9.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $144,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $140,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $136,000 | -6.8% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $146,000 | +4.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $140,000 | +2.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $137,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $137,000 | +1.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $135,000 | +154.7% | 2,000 | +150.0% | 0.00% | – |
| Q3 2016 | $53,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2016 | $53,000 | +3.9% | 800 | 0.0% | 0.00% | – |
| Q1 2016 | $51,000 | +8.5% | 800 | 0.0% | 0.00% | – |
| Q4 2015 | $47,000 | +6.8% | 800 | 0.0% | 0.00% | – |
| Q3 2015 | $44,000 | -8.3% | 800 | 0.0% | 0.00% | – |
| Q2 2015 | $48,000 | -2.0% | 800 | 0.0% | 0.00% | – |
| Q1 2015 | $49,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2014 | $49,000 | +4.3% | 800 | 0.0% | 0.00% | – |
| Q3 2014 | $47,000 | -2.1% | 800 | 0.0% | 0.00% | – |
| Q2 2014 | $48,000 | +6.7% | 800 | 0.0% | 0.00% | – |
| Q1 2014 | $45,000 | +2.3% | 800 | 0.0% | 0.00% | – |
| Q4 2013 | $44,000 | +4.8% | 800 | 0.0% | 0.00% | – |
| Q3 2013 | $42,000 | -6.7% | 800 | -9.1% | 0.00% | – |
| Q2 2013 | $45,000 | – | 880 | – | 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% |