WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $312,232 | +4.6% | 3,924 | +13.1% | 0.03% | +146.2% |
| Q4 2022 | $298,628 | +16.2% | 3,470 | +2.2% | 0.01% | -13.3% |
| Q3 2022 | $257,000 | +24.8% | 3,395 | +37.1% | 0.02% | -16.7% |
| Q2 2022 | $206,000 | -23.4% | 2,477 | -19.0% | 0.02% | +20.0% |
| Q1 2022 | $269,000 | +5.5% | 3,059 | -1.0% | 0.02% | -31.8% |
| Q4 2021 | $255,000 | +11.8% | 3,089 | +3.4% | 0.02% | +22.2% |
| Q1 2021 | $228,000 | +11.2% | 2,987 | +1.0% | 0.02% | -5.3% |
| Q4 2020 | $205,000 | – | 2,958 | – | 0.02% | – |
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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% |