WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,508 | -1.9% | 3,965 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $315,495 | -3.3% | 3,965 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $326,201 | +95560.1% | 3,965 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $341 | -99.9% | 3,965 | 0.0% | 0.01% | -25.0% |
| Q3 2022 | $301,000 | -7.7% | 3,965 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $326,000 | -6.6% | 3,965 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $349,000 | +6.7% | 3,965 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $327,000 | +7.2% | 3,965 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $305,000 | -1.6% | 3,965 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | +2.3% | 3,965 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $303,000 | – | 3,965 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,289,918 | $99,079,000 | 6.46% |
| PBMares Wealth Management LLC | 66,483 | $5,107,000 | 6.08% |
| Evanson Asset Management, LLC | 129,737 | $9,965,000 | 1.96% |
| Harvest Investment Services, LLC | 35,399 | $2,719,000 | 1.44% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,522,000 | 1.26% |
| LVM CAPITAL MANAGEMENT LTD/MI | 63,113 | $4,848,000 | 0.96% |
| PSI Advisors, LLC | 14,470 | $1,111,000 | 0.71% |
| Strategic Family Wealth Counselors, L.L.C. | 11,387 | $875,000 | 0.71% |
| ACG Wealth | 59,999 | $4,609,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 47,399 | $3,641,000 | 0.61% |