WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236,748 | -58.3% | 2,750 | -63.3% | 0.00% | -63.6% |
| Q3 2022 | $568,000 | -68.0% | 7,501 | -65.2% | 0.01% | -67.6% |
| Q2 2022 | $1,775,000 | -8.3% | 21,562 | -1.8% | 0.03% | +6.2% |
| Q1 2022 | $1,935,000 | +6.3% | 21,968 | -0.4% | 0.03% | +14.3% |
| Q4 2021 | $1,820,000 | +4.7% | 22,060 | -2.3% | 0.03% | -6.7% |
| Q3 2021 | $1,738,000 | +57.4% | 22,581 | +56.0% | 0.03% | +50.0% |
| Q1 2021 | $1,104,000 | -51.6% | 14,474 | -56.0% | 0.02% | -54.5% |
| Q4 2020 | $2,283,000 | +13.9% | 32,909 | +2.5% | 0.04% | 0.0% |
| Q3 2020 | $2,005,000 | +2.3% | 32,093 | +2.1% | 0.04% | -4.3% |
| Q2 2020 | $1,959,000 | +20.1% | 31,448 | +9.1% | 0.05% | -2.1% |
| Q1 2020 | $1,631,000 | -26.1% | 28,820 | +0.3% | 0.05% | -6.0% |
| Q4 2019 | $2,208,000 | +3.3% | 28,740 | +0.1% | 0.05% | -2.0% |
| Q3 2019 | $2,138,000 | +2.3% | 28,700 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $2,089,000 | -0.1% | 28,700 | -0.5% | 0.05% | 0.0% |
| Q1 2019 | $2,091,000 | +38.3% | 28,855 | +24.3% | 0.05% | +16.3% |
| Q4 2018 | $1,512,000 | -7.8% | 23,218 | +2.2% | 0.04% | +4.9% |
| Q3 2018 | $1,640,000 | +6.5% | 22,718 | +3.2% | 0.04% | 0.0% |
| Q2 2018 | $1,540,000 | +25.5% | 22,013 | +22.2% | 0.04% | +17.1% |
| Q1 2018 | $1,227,000 | -6.7% | 18,011 | -0.2% | 0.04% | -2.8% |
| Q4 2017 | $1,315,000 | +7.9% | 18,050 | +3.5% | 0.04% | +2.9% |
| Q3 2017 | $1,219,000 | +34.1% | 17,438 | +31.2% | 0.04% | +20.7% |
| Q2 2017 | $909,000 | -0.8% | 13,294 | -0.6% | 0.03% | 0.0% |
| Q1 2017 | $916,000 | -3.5% | 13,375 | -5.1% | 0.03% | -6.5% |
| Q4 2016 | $949,000 | +0.5% | 14,095 | -0.7% | 0.03% | 0.0% |
| Q3 2016 | $944,000 | -0.5% | 14,195 | -0.2% | 0.03% | -6.1% |
| Q2 2016 | $949,000 | +5.1% | 14,225 | -0.3% | 0.03% | 0.0% |
| Q1 2016 | $903,000 | +7.1% | 14,270 | 0.0% | 0.03% | +10.0% |
| Q4 2015 | $843,000 | +6.3% | 14,270 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $793,000 | -11.3% | 14,270 | -5.1% | 0.03% | 0.0% |
| Q2 2015 | $894,000 | -2.3% | 15,030 | -0.3% | 0.03% | -3.2% |
| Q1 2015 | $915,000 | +1.1% | 15,080 | +2.6% | 0.03% | 0.0% |
| Q4 2014 | $905,000 | +16.9% | 14,704 | +12.7% | 0.03% | +19.2% |
| Q3 2014 | $774,000 | +2.4% | 13,050 | +2.5% | 0.03% | +8.3% |
| Q2 2014 | $756,000 | +25.4% | 12,730 | +19.3% | 0.02% | +20.0% |
| Q1 2014 | $603,000 | +19.6% | 10,674 | +16.9% | 0.02% | +17.6% |
| Q4 2013 | $504,000 | +6.1% | 9,134 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $475,000 | – | 9,134 | – | 0.02% | – |
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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% |