WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,820 | -1.9% | 3,495 | 0.0% | 0.20% | +2.5% |
| Q2 2023 | $278,097 | -3.3% | 3,495 | 0.0% | 0.20% | -7.0% |
| Q1 2023 | $287,534 | -4.4% | 3,495 | 0.0% | 0.21% | -11.2% |
| Q4 2022 | $300,780 | +11.4% | 3,495 | -2.0% | 0.24% | +3.0% |
| Q3 2022 | $270,000 | -10.0% | 3,566 | -2.0% | 0.23% | -2.9% |
| Q2 2022 | $300,000 | -6.5% | 3,640 | 0.0% | 0.24% | +8.1% |
| Q1 2022 | $321,000 | +6.6% | 3,640 | -0.3% | 0.22% | +8.8% |
| Q4 2021 | $301,000 | +7.1% | 3,650 | 0.0% | 0.20% | -2.9% |
| Q3 2021 | $281,000 | -2.8% | 3,650 | -1.4% | 0.21% | -1.9% |
| Q2 2021 | $289,000 | +2.1% | 3,701 | -0.3% | 0.21% | -6.1% |
| Q1 2021 | $283,000 | +10.1% | 3,711 | 0.0% | 0.23% | 0.0% |
| Q4 2020 | $257,000 | +10.8% | 3,711 | 0.0% | 0.23% | -5.8% |
| Q3 2020 | $232,000 | +0.4% | 3,711 | 0.0% | 0.24% | -4.7% |
| Q2 2020 | $231,000 | -99.9% | 3,711 | -0.9% | 0.25% | -5.6% |
| Q1 2020 | $211,853,000 | -26.3% | 3,743 | 0.0% | 0.27% | +3.9% |
| Q4 2019 | $287,499,000 | – | 3,743 | – | 0.26% | – |
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% |