WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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 Wealth, 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% |