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 | $1,369 | -4.7% | 17,535 | -2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,436 | -39.2% | 18,053 | -37.1% | 0.01% | -52.9% |
| Q1 2023 | $2,361 | +84.5% | 28,701 | +92.9% | 0.02% | +112.5% |
| Q4 2022 | $1,280 | -99.9% | 14,877 | -27.1% | 0.01% | -33.3% |
| Q3 2022 | $1,547,000 | -55.7% | 20,412 | -51.9% | 0.01% | -55.6% |
| Q2 2022 | $3,495,000 | +2.0% | 42,469 | +9.1% | 0.03% | +12.5% |
| Q1 2022 | $3,428,000 | +20.3% | 38,909 | +12.7% | 0.02% | +14.3% |
| Q4 2021 | $2,850,000 | +17.1% | 34,526 | +9.2% | 0.02% | +10.5% |
| Q3 2021 | $2,433,000 | +1.9% | 31,607 | +3.5% | 0.02% | -5.0% |
| Q2 2021 | $2,388,000 | +43.3% | 30,533 | +39.8% | 0.02% | +25.0% |
| Q1 2021 | $1,667,000 | +26.5% | 21,843 | +14.9% | 0.02% | +14.3% |
| Q4 2020 | $1,318,000 | +28.1% | 19,007 | +15.5% | 0.01% | +7.7% |
| Q3 2020 | $1,029,000 | +13.6% | 16,460 | +13.2% | 0.01% | +8.3% |
| Q2 2020 | $906,000 | +88.0% | 14,546 | +70.7% | 0.01% | +50.0% |
| Q1 2020 | $482,000 | -65.1% | 8,520 | -52.6% | 0.01% | -60.0% |
| Q4 2019 | $1,380,000 | -10.5% | 17,971 | -13.2% | 0.02% | -20.0% |
| Q3 2019 | $1,542,000 | -4.9% | 20,709 | -7.1% | 0.02% | +8.7% |
| Q2 2019 | $1,622,000 | -2.1% | 22,290 | -2.4% | 0.02% | -11.5% |
| Q1 2019 | $1,656,000 | +9.0% | 22,848 | -2.1% | 0.03% | -3.7% |
| Q4 2018 | $1,519,000 | -44.7% | 23,333 | -38.8% | 0.03% | -41.3% |
| Q3 2018 | $2,749,000 | +19.8% | 38,098 | +16.1% | 0.05% | -8.0% |
| Q2 2018 | $2,294,000 | +7.5% | 32,806 | +4.7% | 0.05% | +11.1% |
| Q1 2018 | $2,133,000 | -7.5% | 31,319 | -1.1% | 0.04% | +2.3% |
| Q4 2017 | $2,306,000 | +30.7% | 31,660 | +25.4% | 0.04% | +22.2% |
| Q3 2017 | $1,764,000 | -20.0% | 25,239 | -21.7% | 0.04% | -14.3% |
| Q2 2017 | $2,204,000 | – | 32,251 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 324,234 | $24,960,000 | 2.89% |
| Linscomb & Williams, Inc. | 421,386 | $32,438,000 | 1.67% |
| PBMares Wealth Management LLC | 37,727 | $2,904,000 | 1.38% |
| ShoreHaven Wealth Partners, LLC | 25,485 | $1,961,000 | 1.02% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,547,000 | 0.90% |
| Evanson Asset Management, LLC | 110,522 | $8,601,000 | 0.88% |
| Harvest Investment Services, LLC | 20,868 | $1,606,000 | 0.66% |
| CADENCE BANK NA | 20,683 | $1,592,000 | 0.47% |
| PSI Advisors, LLC | 9,610 | $740,000 | 0.34% |
| LVM CAPITAL MANAGEMENT LTD/MI | 27,292 | $2,101,000 | 0.32% |