WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 75 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,535,390 | -10.5% | 19,669 | -8.7% | 0.00% | 0.0% |
| Q2 2023 | $1,714,884 | -16.0% | 21,554 | -13.2% | 0.00% | -33.3% |
| Q1 2023 | $2,042,459 | +12.8% | 24,829 | +18.0% | 0.00% | 0.0% |
| Q4 2022 | $1,811,001 | +274.2% | 21,045 | +229.4% | 0.00% | +200.0% |
| Q3 2022 | $484,000 | +9.8% | 6,388 | +19.3% | 0.00% | 0.0% |
| Q2 2022 | $441,000 | +49.0% | 5,356 | +59.1% | 0.00% | – |
| Q1 2022 | $296,000 | +21.8% | 3,366 | +14.4% | 0.00% | – |
| Q4 2021 | $243,000 | +2.1% | 2,943 | -4.7% | 0.00% | – |
| Q3 2021 | $238,000 | -30.6% | 3,087 | -29.6% | 0.00% | -100.0% |
| Q2 2021 | $343,000 | +31.4% | 4,386 | +28.3% | 0.00% | – |
| Q1 2021 | $261,000 | +19.2% | 3,418 | +19.8% | 0.00% | – |
| Q4 2019 | $219,000 | +1.4% | 2,852 | -1.9% | 0.00% | -100.0% |
| Q3 2019 | $216,000 | -28.0% | 2,907 | -29.4% | 0.00% | 0.0% |
| Q2 2019 | $300,000 | -21.3% | 4,120 | -21.4% | 0.00% | 0.0% |
| Q1 2019 | $381,000 | +41.1% | 5,239 | +27.1% | 0.00% | 0.0% |
| Q4 2018 | $270,000 | -19.9% | 4,123 | -11.5% | 0.00% | 0.0% |
| Q3 2018 | $337,000 | -11.5% | 4,657 | -14.8% | 0.00% | 0.0% |
| Q2 2018 | $381,000 | -10.6% | 5,466 | -12.4% | 0.00% | 0.0% |
| Q1 2018 | $426,000 | -17.4% | 6,241 | -12.2% | 0.00% | -50.0% |
| Q4 2017 | $516,000 | -55.4% | 7,110 | -57.1% | 0.00% | -50.0% |
| Q3 2017 | $1,157,000 | -1.6% | 16,579 | -3.7% | 0.00% | 0.0% |
| Q2 2017 | $1,176,000 | -12.0% | 17,221 | -11.7% | 0.00% | -20.0% |
| Q1 2017 | $1,337,000 | +8.3% | 19,513 | +6.5% | 0.01% | 0.0% |
| Q4 2016 | $1,235,000 | -4.5% | 18,315 | -6.0% | 0.01% | -16.7% |
| Q3 2016 | $1,293,000 | -27.2% | 19,476 | -26.8% | 0.01% | -25.0% |
| Q2 2016 | $1,776,000 | +160.8% | 26,602 | +147.2% | 0.01% | +100.0% |
| Q1 2016 | $681,000 | -21.9% | 10,760 | -27.1% | 0.00% | -20.0% |
| Q4 2015 | $872,000 | -8.4% | 14,761 | -13.8% | 0.01% | 0.0% |
| Q3 2015 | $952,000 | -52.8% | 17,134 | -49.4% | 0.01% | 0.0% |
| Q2 2015 | $2,016,000 | +95.0% | 33,890 | +98.8% | 0.01% | -16.7% |
| Q1 2015 | $1,034,000 | -0.9% | 17,045 | +0.6% | 0.01% | 0.0% |
| Q4 2014 | $1,043,000 | +7.3% | 16,939 | +3.4% | 0.01% | -33.3% |
| Q3 2014 | $972,000 | -0.5% | 16,383 | -0.4% | 0.01% | 0.0% |
| Q2 2014 | $977,000 | +14.5% | 16,446 | +9.0% | 0.01% | +12.5% |
| Q1 2014 | $853,000 | – | 15,086 | – | 0.01% | – |
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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% |