WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,678 | -1.9% | 12,166 | 0.0% | 0.00% | – |
| Q2 2023 | $968,049 | -11.7% | 12,166 | -8.7% | 0.00% | – |
| Q1 2023 | $1,096,330 | +25.3% | 13,326 | +31.1% | 0.00% | – |
| Q4 2022 | $874,886 | +13.5% | 10,166 | 0.0% | 0.00% | – |
| Q3 2022 | $771,000 | -7.9% | 10,166 | 0.0% | 0.00% | – |
| Q2 2022 | $837,000 | -6.6% | 10,166 | 0.0% | 0.00% | – |
| Q1 2022 | $896,000 | +6.8% | 10,166 | 0.0% | 0.00% | – |
| Q4 2021 | $839,000 | +7.2% | 10,166 | 0.0% | 0.00% | – |
| Q3 2021 | $783,000 | -1.5% | 10,166 | 0.0% | 0.00% | – |
| Q2 2021 | $795,000 | +160.7% | 10,166 | +142.6% | 0.00% | – |
| Q4 2017 | $305,000 | +25.0% | 4,191 | +20.3% | 0.00% | – |
| Q3 2017 | $244,000 | -15.0% | 3,485 | -17.1% | 0.00% | – |
| Q2 2017 | $287,000 | -35.5% | 4,206 | -35.3% | 0.00% | – |
| Q1 2017 | $445,000 | -34.3% | 6,500 | -35.4% | 0.00% | – |
| Q4 2016 | $677,000 | -1.5% | 10,063 | -2.6% | 0.00% | – |
| Q3 2016 | $687,000 | +0.1% | 10,330 | +0.5% | 0.00% | – |
| Q2 2016 | $686,000 | +20.8% | 10,276 | +14.6% | 0.00% | – |
| Q1 2016 | $568,000 | +10.5% | 8,967 | +3.2% | 0.00% | – |
| Q4 2015 | $514,000 | +6.4% | 8,693 | 0.0% | 0.00% | – |
| Q3 2015 | $483,000 | -9.0% | 8,693 | -2.8% | 0.00% | – |
| Q2 2015 | $531,000 | -2.0% | 8,943 | 0.0% | 0.00% | – |
| Q1 2015 | $542,000 | +9.3% | 8,943 | +10.9% | 0.00% | – |
| Q4 2014 | $496,000 | +46.3% | 8,063 | +41.1% | 0.00% | – |
| Q3 2014 | $339,000 | +12.6% | 5,713 | +12.9% | 0.00% | – |
| Q2 2014 | $301,000 | +5.2% | 5,061 | 0.0% | 0.00% | – |
| Q1 2014 | $286,000 | -7.7% | 5,061 | -10.0% | 0.00% | – |
| Q4 2013 | $310,000 | +6.2% | 5,622 | 0.0% | 0.00% | – |
| Q3 2013 | $292,000 | -24.7% | 5,622 | -25.2% | 0.00% | – |
| Q2 2013 | $388,000 | – | 7,517 | – | 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% |