WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $950,036 | -11.8% | 12,388 | -8.6% | 0.00% | -50.0% |
| Q2 2023 | $1,077,576 | -6.9% | 13,551 | -3.7% | 0.00% | -33.3% |
| Q1 2023 | $1,157,106 | -4.4% | 14,075 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,210,732 | +13.5% | 14,075 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $1,067,000 | -7.9% | 14,075 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $1,158,000 | -12.9% | 14,075 | -6.8% | 0.01% | +25.0% |
| Q1 2022 | $1,329,000 | +6.6% | 15,104 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,247,000 | – | 15,104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 324,234 | $24,960,000 | 2.89% |
| Linscomb & Williams, Inc. | 421,386 | $32,438,000 | 1.67% |
| PBMares Wealth Management LLC | 37,727 | $2,904,000 | 1.38% |
| ShoreHaven Wealth Partners, LLC | 25,485 | $1,961,000 | 1.02% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,547,000 | 0.90% |
| Evanson Asset Management, LLC | 110,522 | $8,601,000 | 0.88% |
| Harvest Investment Services, LLC | 20,868 | $1,606,000 | 0.66% |
| CADENCE BANK NA | 20,683 | $1,592,000 | 0.47% |
| PSI Advisors, LLC | 9,610 | $740,000 | 0.34% |
| LVM CAPITAL MANAGEMENT LTD/MI | 27,292 | $2,101,000 | 0.32% |