WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |