WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $985,117 | -2.1% | 12,620 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,006,163 | -3.3% | 12,645 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,040,304 | -3.4% | 12,645 | +1.1% | 0.00% | -20.0% |
| Q4 2022 | $1,076,611 | +13.6% | 12,510 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $948,000 | -7.9% | 12,510 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $1,029,000 | -7.0% | 12,510 | -0.4% | 0.01% | +25.0% |
| Q1 2022 | $1,106,000 | +6.7% | 12,560 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $1,037,000 | +7.2% | 12,560 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $967,000 | -3.7% | 12,560 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,004,000 | -0.5% | 12,830 | -3.0% | 0.00% | -25.0% |
| Q1 2021 | $1,009,000 | +9.9% | 13,230 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $918,000 | +10.6% | 13,230 | -0.4% | 0.00% | -25.0% |
| Q3 2020 | $830,000 | +0.2% | 13,285 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $828,000 | +10.1% | 13,285 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $752,000 | -26.3% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,020,000 | +3.1% | 13,285 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $989,000 | +2.3% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $967,000 | +0.4% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $963,000 | +11.3% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $865,000 | -9.8% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $959,000 | +3.2% | 13,285 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $929,000 | -21.1% | 13,285 | -23.2% | 0.01% | -25.0% |
| Q1 2018 | $1,178,000 | -7.8% | 17,290 | -1.5% | 0.01% | -11.1% |
| Q4 2017 | $1,278,000 | -1.5% | 17,548 | -5.4% | 0.01% | -10.0% |
| Q3 2017 | $1,297,000 | +52.8% | 18,553 | +49.4% | 0.01% | +66.7% |
| Q2 2017 | $849,000 | -42.9% | 12,420 | -42.3% | 0.01% | -50.0% |
| Q1 2017 | $1,488,000 | +2.7% | 21,535 | 0.0% | 0.01% | -7.7% |
| Q4 2016 | $1,449,000 | -1.1% | 21,535 | -2.3% | 0.01% | 0.0% |
| Q3 2016 | $1,465,000 | -0.3% | 22,035 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $1,470,000 | -41.3% | 22,035 | -44.3% | 0.01% | -41.7% |
| Q1 2016 | $2,505,000 | +18.2% | 39,590 | +10.3% | 0.02% | +20.0% |
| Q4 2015 | $2,120,000 | +33.8% | 35,890 | +25.9% | 0.02% | +42.9% |
| Q3 2015 | $1,584,000 | +60.0% | 28,510 | +71.2% | 0.01% | +1300.0% |
| Q2 2015 | $990,000 | -15.2% | 16,650 | -13.5% | 0.00% | -50.0% |
| Q1 2015 | $1,167,000 | +0.6% | 19,250 | +2.1% | 0.00% | 0.0% |
| Q4 2014 | $1,160,000 | -26.6% | 18,850 | -29.3% | 0.00% | -33.3% |
| Q3 2014 | $1,580,000 | +9.3% | 26,650 | +9.4% | 0.00% | +50.0% |
| Q2 2014 | $1,446,000 | +20.3% | 24,350 | +14.5% | 0.00% | 0.0% |
| Q1 2014 | $1,202,000 | +93.9% | 21,260 | +88.8% | 0.00% | +100.0% |
| Q4 2013 | $620,000 | -14.5% | 11,260 | -19.3% | 0.00% | 0.0% |
| Q3 2013 | $725,000 | +94.9% | 13,960 | +93.9% | 0.00% | 0.0% |
| Q2 2013 | $372,000 | – | 7,200 | – | 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% |
| 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 & 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% |