WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,622,233 | -28.1% | 97,054 | -27.2% | 0.00% | 0.0% |
| Q2 2023 | $10,606,288 | -16.2% | 133,332 | -13.4% | 0.00% | -25.0% |
| Q1 2023 | $12,656,038 | +6.4% | 153,944 | +11.3% | 0.00% | 0.0% |
| Q4 2022 | $11,898,000 | +3.6% | 138,259 | -8.7% | 0.00% | 0.0% |
| Q3 2022 | $11,481,000 | +51.3% | 151,502 | +64.4% | 0.00% | +33.3% |
| Q2 2022 | $7,589,000 | +231.5% | 92,169 | +254.8% | 0.00% | +200.0% |
| Q1 2022 | $2,289,000 | +87.6% | 25,979 | +75.8% | 0.00% | – |
| Q4 2021 | $1,220,000 | +2.1% | 14,781 | -4.8% | 0.00% | – |
| Q3 2021 | $1,195,000 | -4.1% | 15,528 | -2.5% | 0.00% | – |
| Q2 2021 | $1,246,000 | +1.1% | 15,933 | -1.4% | 0.00% | – |
| Q1 2021 | $1,233,000 | +3.1% | 16,155 | -6.3% | 0.00% | – |
| Q4 2020 | $1,196,000 | +1.6% | 17,248 | -8.4% | 0.00% | – |
| Q3 2020 | $1,177,000 | -6.7% | 18,836 | -6.9% | 0.00% | -100.0% |
| Q2 2020 | $1,261,000 | +5.3% | 20,240 | -4.3% | 0.00% | 0.0% |
| Q1 2020 | $1,197,000 | -14.3% | 21,148 | +16.3% | 0.00% | 0.0% |
| Q4 2019 | $1,397,000 | -18.6% | 18,179 | -21.1% | 0.00% | 0.0% |
| Q3 2019 | $1,716,000 | +30.6% | 23,034 | +27.5% | 0.00% | 0.0% |
| Q2 2019 | $1,314,000 | +5.3% | 18,061 | +4.9% | 0.00% | 0.0% |
| Q1 2019 | $1,248,000 | +4.9% | 17,220 | -5.8% | 0.00% | 0.0% |
| Q4 2018 | $1,190,000 | -98.5% | 18,275 | +20.5% | 0.00% | -96.4% |
| Q3 2018 | $79,742,000 | +7787.4% | 15,161 | +4.9% | 0.03% | – |
| Q2 2018 | $1,011,000 | +2.8% | 14,450 | +0.2% | 0.00% | – |
| Q1 2018 | $983,000 | -56.8% | 14,425 | -53.8% | 0.00% | -100.0% |
| Q4 2017 | $2,276,000 | +49.5% | 31,242 | +43.5% | 0.00% | 0.0% |
| Q3 2017 | $1,522,000 | +59.0% | 21,776 | +55.5% | 0.00% | – |
| Q2 2017 | $957,000 | +56.9% | 14,006 | +57.3% | 0.00% | – |
| Q1 2017 | $610,000 | -6.3% | 8,903 | -8.0% | 0.00% | – |
| Q4 2016 | $651,000 | +15.0% | 9,677 | +13.6% | 0.00% | – |
| Q3 2016 | $566,000 | +18.4% | 8,515 | +18.7% | 0.00% | – |
| Q2 2016 | $478,000 | -2.0% | 7,171 | -7.0% | 0.00% | – |
| Q1 2016 | $488,000 | +11.4% | 7,713 | +4.1% | 0.00% | – |
| Q4 2015 | $438,000 | +4.8% | 7,406 | -1.6% | 0.00% | – |
| Q3 2015 | $418,000 | +3.7% | 7,526 | +11.0% | 0.00% | – |
| Q2 2015 | $403,000 | +53.8% | 6,779 | +56.8% | 0.00% | – |
| Q1 2015 | $262,000 | 0.0% | 4,324 | +1.7% | 0.00% | – |
| Q4 2014 | $262,000 | -37.9% | 4,252 | -40.3% | 0.00% | – |
| Q3 2014 | $422,000 | +80.3% | 7,120 | +80.7% | 0.00% | – |
| Q2 2014 | $234,000 | +7.3% | 3,941 | +2.4% | 0.00% | – |
| Q1 2014 | $218,000 | +14.7% | 3,847 | +11.8% | 0.00% | – |
| Q4 2013 | $190,000 | -3.6% | 3,440 | -9.4% | 0.00% | – |
| Q3 2013 | $197,000 | +27.1% | 3,798 | +27.0% | 0.00% | – |
| Q2 2013 | $155,000 | – | 2,991 | – | 0.00% | – |
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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% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| DHK Financial Advisors, Inc. | 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% |