WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |