WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,572 | -1.9% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $352,256 | -3.3% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $364,209 | +95492.9% | 4,427 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $381 | -99.9% | 4,427 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $336,000 | -7.7% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $364,000 | -6.7% | 4,427 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $390,000 | +6.8% | 4,427 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $365,000 | +11.6% | 4,427 | +4.3% | 0.01% | -15.4% |
| Q3 2021 | $327,000 | +2.8% | 4,243 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $318,000 | +14.4% | 4,062 | +11.5% | 0.01% | +8.3% |
| Q1 2021 | $278,000 | +9.9% | 3,644 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $253,000 | +17.7% | 3,644 | +5.9% | 0.01% | +9.1% |
| Q3 2020 | $215,000 | +4.9% | 3,441 | +4.5% | 0.01% | 0.0% |
| Q2 2020 | $205,000 | -8.1% | 3,293 | +13.5% | 0.01% | 0.0% |
| Q4 2019 | $223,000 | +38.5% | 2,901 | +30.4% | 0.01% | +22.2% |
| Q1 2019 | $161,000 | +47.7% | 2,225 | +32.8% | 0.01% | +28.6% |
| Q4 2018 | $109,000 | +2.8% | 1,676 | +13.9% | 0.01% | +16.7% |
| Q3 2018 | $106,000 | – | 1,472 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |