WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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 & Williams, 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% |