WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 90 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,825 | -1.9% | 523 | 0.0% | 0.00% | – |
| Q2 2023 | $41,615 | -3.3% | 523 | 0.0% | 0.00% | – |
| Q1 2023 | $43,027 | -4.4% | 523 | 0.0% | 0.00% | – |
| Q4 2022 | $45,009 | +12.5% | 523 | 0.0% | 0.00% | – |
| Q3 2022 | $40,000 | -11.1% | 523 | -4.6% | 0.00% | – |
| Q2 2022 | $45,000 | -2.2% | 548 | +4.8% | 0.00% | – |
| Q1 2022 | $46,000 | -94.2% | 523 | -95.9% | 0.00% | -100.0% |
| Q2 2020 | $798,000 | +10.2% | 12,804 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $724,000 | -27.2% | 12,804 | -1.0% | 0.00% | 0.0% |
| Q4 2019 | $994,000 | +4.2% | 12,931 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $954,000 | +2.4% | 12,804 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $932,000 | -2.1% | 12,804 | -2.5% | 0.00% | 0.0% |
| Q1 2019 | $952,000 | +11.2% | 13,138 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $856,000 | -11.6% | 13,138 | -2.0% | 0.00% | 0.0% |
| Q3 2018 | $968,000 | -3.3% | 13,412 | -6.3% | 0.00% | 0.0% |
| Q2 2018 | $1,001,000 | +2.7% | 14,311 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $975,000 | -6.8% | 14,311 | -0.4% | 0.00% | 0.0% |
| Q4 2017 | $1,046,000 | +4.1% | 14,371 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,005,000 | +2.7% | 14,371 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $979,000 | 0.0% | 14,311 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $979,000 | +1.7% | 14,311 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $963,000 | +1.6% | 14,311 | +0.4% | 0.00% | 0.0% |
| Q3 2016 | $948,000 | -3.5% | 14,251 | -3.2% | 0.00% | 0.0% |
| Q2 2016 | $982,000 | +5.4% | 14,725 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $932,000 | +5.2% | 14,725 | -1.8% | 0.00% | 0.0% |
| Q4 2015 | $886,000 | +8.2% | 14,997 | +1.8% | 0.00% | 0.0% |
| Q3 2015 | $819,000 | -12.9% | 14,725 | -6.8% | 0.00% | 0.0% |
| Q2 2015 | $940,000 | -1.9% | 15,800 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $958,000 | +12.2% | 15,800 | +13.8% | 0.00% | 0.0% |
| Q4 2014 | $854,000 | +3.6% | 13,879 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $824,000 | +1187.5% | 13,879 | +1191.1% | 0.00% | – |
| Q2 2014 | $64,000 | +392.3% | 1,075 | +326.6% | 0.00% | – |
| Q3 2013 | $13,000 | 0.0% | 252 | 0.0% | 0.00% | – |
| Q2 2013 | $13,000 | – | 252 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |