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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,560 | -1.9% | 1,237 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $98,428 | -65.9% | 1,237 | -64.8% | 0.01% | -68.2% |
| Q1 2023 | $288,849 | -36.7% | 3,511 | -33.8% | 0.02% | -40.5% |
| Q4 2022 | $456,204 | +385.3% | 5,301 | +328.5% | 0.04% | +311.1% |
| Q3 2022 | $94,000 | -5.1% | 1,237 | +3.1% | 0.01% | +12.5% |
| Q2 2022 | $99,000 | -6.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $106,000 | +7.1% | 1,200 | 0.0% | 0.01% | +33.3% |
| Q4 2021 | $99,000 | +7.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $92,000 | -2.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $94,000 | +2.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $92,000 | +10.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $83,000 | +10.7% | 1,200 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $75,000 | +188.5% | 1,200 | +185.7% | 0.01% | +133.3% |
| Q2 2020 | $26,000 | +8.3% | 420 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -25.0% | 420 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | – | 420 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2019 | $31,000 | +3.3% | 420 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $30,000 | +11.1% | 420 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -10.0% | 420 | 0.0% | 0.00% | -62.5% |
| Q3 2018 | $30,000 | – | 420 | – | 0.01% | – |
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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% |