WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,846,115 | -20.7% | 23,650 | -19.1% | 0.00% | -25.0% |
| Q2 2023 | $2,327,049 | -78.8% | 29,245 | -78.1% | 0.00% | -78.9% |
| Q1 2023 | $10,980,589 | -26.5% | 133,470 | -23.1% | 0.02% | -26.9% |
| Q4 2022 | $14,943,610 | +372.7% | 173,642 | +316.5% | 0.03% | +333.3% |
| Q3 2022 | $3,161,000 | -8.1% | 41,695 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $3,438,000 | +62.6% | 41,782 | +74.0% | 0.01% | +100.0% |
| Q1 2022 | $2,115,000 | +183.9% | 24,007 | +165.8% | 0.00% | +200.0% |
| Q4 2021 | $745,000 | +7.2% | 9,031 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $695,000 | -1.7% | 9,035 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $707,000 | +2.6% | 9,035 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $689,000 | +8.2% | 9,035 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $637,000 | -6.7% | 9,180 | -16.0% | 0.00% | 0.0% |
| Q3 2020 | $683,000 | +1.8% | 10,928 | +1.3% | 0.00% | -50.0% |
| Q2 2020 | $671,000 | +19.4% | 10,785 | +8.5% | 0.00% | +100.0% |
| Q1 2020 | $562,000 | +49.1% | 9,938 | +102.5% | 0.00% | 0.0% |
| Q4 2019 | $377,000 | – | 4,908 | – | 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 & 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% |