WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,235,431 | -8.0% | 41,448 | -6.2% | 0.00% | 0.0% |
| Q2 2023 | $3,516,039 | +382.2% | 44,188 | +398.6% | 0.00% | – |
| Q1 2023 | $729,159 | -70.2% | 8,863 | -68.9% | 0.00% | -100.0% |
| Q4 2022 | $2,449,182 | +41.4% | 28,459 | +35.2% | 0.00% | – |
| Q2 2022 | $1,732,000 | -9.2% | 21,043 | -15.8% | 0.00% | – |
| Q1 2021 | $1,908,000 | +307.7% | 25,006 | +270.7% | 0.00% | – |
| Q4 2020 | $468,000 | +10.9% | 6,746 | 0.0% | 0.00% | – |
| Q3 2020 | $422,000 | -49.6% | 6,746 | -49.8% | 0.00% | – |
| Q2 2020 | $837,000 | +36.3% | 13,440 | +23.8% | 0.00% | – |
| Q1 2020 | $614,000 | -26.4% | 10,855 | 0.0% | 0.00% | – |
| Q4 2019 | $834,000 | -54.7% | 10,855 | -56.1% | 0.00% | -100.0% |
| Q3 2019 | $1,840,000 | +2.6% | 24,706 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $1,793,000 | +40.2% | 24,645 | +39.6% | 0.00% | – |
| Q1 2019 | $1,279,000 | +218.2% | 17,655 | +186.3% | 0.00% | – |
| Q4 2018 | $402,000 | -23.7% | 6,167 | -15.6% | 0.00% | – |
| Q3 2018 | $527,000 | +50.6% | 7,308 | +45.8% | 0.00% | – |
| Q2 2018 | $350,000 | +34.1% | 5,011 | +28.0% | 0.00% | – |
| Q2 2016 | $261,000 | -91.1% | 3,915 | -91.5% | 0.00% | -100.0% |
| Q1 2016 | $2,919,000 | -29.5% | 46,127 | -34.2% | 0.00% | 0.0% |
| Q4 2015 | $4,141,000 | +7.4% | 70,078 | +1.0% | 0.00% | 0.0% |
| Q3 2015 | $3,856,000 | -3.9% | 69,374 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $4,013,000 | -7.6% | 67,474 | -5.8% | 0.00% | 0.0% |
| Q1 2015 | $4,345,000 | +2.5% | 71,610 | +4.0% | 0.00% | 0.0% |
| Q4 2014 | $4,240,000 | +151.5% | 68,856 | +83.0% | 0.00% | 0.0% |
| Q1 2012 | $1,686,000 | – | 37,628 | – | 0.00% | – |
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% |