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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 227,550 | $12,873,000 | 6.08% |
| Linscomb Wealth, Inc. | 914,616 | $51,740,000 | 5.71% |
| Evanson Asset Management, LLC | 147,984 | $8,372,000 | 3.68% |
| Keystone Financial Planning, Inc. | 71,480 | $4,044,000 | 3.13% |
| Trutina Financial LLC | 52,481 | $2,969,000 | 2.20% |
| Camarda Financial Advisors, LLC | 48,749 | $2,758,000 | 2.12% |
| COBIZ WEALTH, LLC | 150,249 | $8,500,000 | 2.03% |
| TOWER TRUST Co | 29,447 | $1,666,000 | 1.05% |
| LVM CAPITAL MANAGEMENT LTD/MI | 53,030 | $3,000,000 | 1.05% |
| Cetera Advisor Networks LLC | 152,622 | $8,629,000 | 0.62% |