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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $201,000 | 0.0% | 2,934 | -2.0% | 0.11% | -6.0% |
| Q4 2016 | $201,000 | -13.7% | 2,994 | -18.8% | 0.12% | -18.3% |
| Q1 2016 | $233,000 | +7.4% | 3,685 | +0.4% | 0.14% | +2.9% |
| Q4 2015 | $217,000 | -7.3% | 3,672 | -6.3% | 0.14% | -9.2% |
| Q2 2015 | $234,000 | -4.5% | 3,917 | -1.6% | 0.15% | -3.2% |
| Q1 2015 | $245,000 | 0.0% | 3,981 | +0.3% | 0.16% | -1.9% |
| Q4 2014 | $245,000 | – | 3,970 | – | 0.16% | – |
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% |