WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |