WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 186 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274,325 | -2.4% | 3,243 | 0.0% | 0.17% | -3.4% |
| Q1 2024 | $281,038 | +5.5% | 3,243 | 0.0% | 0.18% | 0.0% |
| Q4 2023 | $266,510 | -2.3% | 3,243 | -7.2% | 0.18% | -11.8% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,187,293 | $73,956,000 | 5.41% |
| PBMares Wealth Management LLC | 49,761 | $3,100,000 | 4.66% |
| Evanson Asset Management, LLC | 136,376 | $8,495,000 | 1.68% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $9,344,000 | 1.06% |
| Harvest Investment Services, LLC | 26,863 | $1,673,000 | 0.99% |
| LVM CAPITAL MANAGEMENT LTD/MI | 55,303 | $3,445,000 | 0.71% |
| PSI Advisors, LLC | 13,022 | $811,000 | 0.65% |
| CADENCE BANK NA | 17,848 | $1,112,000 | 0.47% |
| Cetera Advisor Networks LLC | 269,488 | $16,786,000 | 0.45% |
| CWM, LLC | 556,940 | $43,564,000 | 0.35% |