WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $103,043 | -3.3% | 1,295 | 0.0% | 0.00% | – |
| Q1 2023 | $106,539 | -4.5% | 1,295 | -0.1% | 0.00% | – |
| Q4 2022 | $111,533 | +13.8% | 1,296 | 0.0% | 0.00% | – |
| Q3 2022 | $98,000 | -7.5% | 1,296 | +0.1% | 0.00% | – |
| Q2 2022 | $106,000 | -7.0% | 1,295 | 0.0% | 0.00% | – |
| Q1 2022 | $114,000 | +7.5% | 1,295 | 0.0% | 0.00% | – |
| Q4 2021 | $106,000 | +7.1% | 1,295 | 0.0% | 0.00% | – |
| Q3 2021 | $99,000 | -2.0% | 1,295 | 0.0% | 0.00% | – |
| Q2 2021 | $101,000 | +3.1% | 1,295 | 0.0% | 0.00% | – |
| Q1 2021 | $98,000 | +10.1% | 1,295 | 0.0% | 0.00% | – |
| Q4 2020 | $89,000 | +78.0% | 1,295 | +72.0% | 0.00% | – |
| Q2 2016 | $50,000 | +6.4% | 753 | 0.0% | 0.00% | – |
| Q1 2016 | $47,000 | -13.0% | 753 | -18.2% | 0.00% | – |
| Q4 2015 | $54,000 | +5.9% | 921 | 0.0% | 0.00% | – |
| Q3 2015 | $51,000 | -5.6% | 921 | 0.0% | 0.00% | – |
| Q2 2015 | $54,000 | -1.8% | 921 | 0.0% | 0.00% | – |
| Q1 2015 | $55,000 | -1.8% | 921 | 0.0% | 0.00% | – |
| Q4 2014 | $56,000 | +3.7% | 921 | 0.0% | 0.00% | – |
| Q3 2014 | $54,000 | – | 921 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |