WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,490 | -1.9% | 2,325 | 0.0% | 0.00% | – |
| Q2 2023 | $185,000 | -3.3% | 2,325 | 0.0% | 0.00% | – |
| Q1 2023 | $191,278 | -4.4% | 2,325 | 0.0% | 0.00% | – |
| Q4 2022 | $200,090 | +13.7% | 2,325 | 0.0% | 0.00% | – |
| Q3 2022 | $176,000 | -7.9% | 2,325 | 0.0% | 0.00% | – |
| Q2 2022 | $191,000 | +402.6% | 2,325 | +442.0% | 0.00% | – |
| Q1 2022 | $38,000 | +8.6% | 429 | 0.0% | 0.00% | – |
| Q4 2021 | $35,000 | +6.1% | 429 | 0.0% | 0.00% | – |
| Q3 2021 | $33,000 | -2.9% | 429 | 0.0% | 0.00% | – |
| Q2 2021 | $34,000 | +3.0% | 429 | 0.0% | 0.00% | – |
| Q1 2021 | $33,000 | +10.0% | 429 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | +11.1% | 429 | 0.0% | 0.00% | – |
| Q3 2020 | $27,000 | 0.0% | 429 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | -54.2% | 429 | -59.2% | 0.00% | – |
| Q1 2020 | $59,000 | -27.2% | 1,051 | 0.0% | 0.00% | – |
| Q4 2019 | $81,000 | +153.1% | 1,051 | +145.0% | 0.00% | – |
| Q3 2019 | $32,000 | +3.2% | 429 | 0.0% | 0.00% | – |
| Q2 2019 | $31,000 | +29.2% | 429 | +32.0% | 0.00% | – |
| Q1 2019 | $24,000 | -67.1% | 325 | -69.0% | 0.00% | – |
| Q2 2018 | $73,000 | – | 1,049 | – | 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% |