WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 123 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $244,126 | -2.4% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $250,100 | +5.5% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $237,171 | +5.3% | 2,886 | 0.0% | 0.01% | -14.3% |
| Q3 2023 | $225,281 | -1.9% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $229,639 | -3.3% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $237,431 | +95638.3% | 2,886 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $248 | -99.9% | 2,886 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $219,219 | -7.5% | 5,772 | +100.0% | 0.01% | 0.0% |
| Q2 2022 | $237,000 | -6.7% | 2,886 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $254,000 | +6.7% | 2,886 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $238,000 | -45.8% | 2,886 | -49.4% | 0.01% | -52.9% |
| Q3 2021 | $439,000 | -42.4% | 5,706 | -41.4% | 0.02% | -39.3% |
| Q2 2021 | $762,000 | +2.6% | 9,741 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $743,000 | +9.9% | 9,741 | 0.0% | 0.03% | +3.6% |
| Q4 2020 | $676,000 | +9.2% | 9,741 | -1.7% | 0.03% | -6.7% |
| Q3 2020 | $619,000 | -1.9% | 9,912 | -2.2% | 0.03% | -6.2% |
| Q2 2020 | $631,000 | +2.4% | 10,135 | -6.8% | 0.03% | -15.8% |
| Q1 2020 | $616,000 | -27.5% | 10,875 | -1.8% | 0.04% | -9.5% |
| Q4 2019 | $850,000 | +3.2% | 11,070 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $824,000 | -5.9% | 11,070 | -8.0% | 0.04% | -6.7% |
| Q2 2019 | $876,000 | +0.5% | 12,036 | 0.0% | 0.04% | -2.2% |
| Q1 2019 | $872,000 | +11.2% | 12,036 | 0.0% | 0.05% | +7.0% |
| Q4 2018 | $784,000 | -9.8% | 12,036 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $869,000 | +3.2% | 12,036 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $842,000 | +1.7% | 12,036 | -1.0% | 0.04% | -2.3% |
| Q1 2018 | $828,000 | -9.1% | 12,160 | -2.8% | 0.04% | -6.4% |
| Q4 2017 | $911,000 | -45.1% | 12,504 | -47.3% | 0.05% | -47.8% |
| Q3 2017 | $1,658,000 | +2.7% | 23,723 | +0.4% | 0.09% | +1.1% |
| Q2 2017 | $1,615,000 | -0.2% | 23,623 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $1,618,000 | +1.8% | 23,623 | 0.0% | 0.09% | -2.2% |
| Q4 2016 | $1,590,000 | +1.2% | 23,623 | 0.0% | 0.09% | +1.1% |
| Q3 2016 | $1,571,000 | +0.1% | 23,623 | +0.4% | 0.09% | +1.1% |
| Q2 2016 | $1,569,000 | +5.4% | 23,523 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $1,489,000 | -2.2% | 23,523 | -8.7% | 0.09% | -2.2% |
| Q4 2015 | $1,522,000 | +4.4% | 25,756 | -1.8% | 0.09% | +2.3% |
| Q3 2015 | $1,458,000 | -10.3% | 26,241 | -4.0% | 0.09% | -3.3% |
| Q2 2015 | $1,626,000 | -11.3% | 27,336 | -9.5% | 0.09% | -9.0% |
| Q1 2015 | $1,834,000 | -2.7% | 30,222 | -1.3% | 0.10% | -16.7% |
| Q4 2014 | $1,885,000 | -3.3% | 30,607 | -6.9% | 0.12% | -5.5% |
| Q3 2014 | $1,949,000 | +3.8% | 32,872 | +4.0% | 0.13% | -10.6% |
| Q2 2014 | $1,878,000 | – | 31,622 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |