WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278,596 | -19.9% | 3,569 | -18.3% | 0.00% | -33.3% |
Q2 2023 | $347,641 | -20.3% | 4,369 | -17.6% | 0.00% | 0.0% |
Q1 2023 | $436,442 | -4.5% | 5,305 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $457,000 | +12.6% | 5,305 | -1.1% | 0.00% | 0.0% |
Q3 2022 | $406,000 | -11.0% | 5,362 | -3.3% | 0.00% | 0.0% |
Q2 2022 | $456,000 | +4.8% | 5,543 | +12.1% | 0.00% | +33.3% |
Q1 2022 | $435,000 | – | 4,943 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |