Avantax Planning Partners, Inc. - WISDOMTREE TR ownership

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
Avantax Planning Partners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,822,850
-9.7%
36,163
-7.9%
0.12%
-4.8%
Q2 2023$3,125,416
-3.9%
39,279
-0.6%
0.12%
-6.1%
Q1 2023$3,251,601
-3.9%
39,524
+0.5%
0.13%
-1.5%
Q4 2022$3,384,955
+11.5%
39,332
-1.8%
0.13%
-2.2%
Q3 2022$3,035,000
-9.9%
40,036
-2.2%
0.14%
-4.9%
Q2 2022$3,369,000
-8.7%
40,945
-2.2%
0.14%
-1.4%
Q1 2022$3,689,000
-12.6%
41,877
-18.1%
0.15%
-16.1%
Q4 2021$4,221,000
+5.7%
51,135
-1.5%
0.17%
-5.4%
Q3 2021$3,995,000
-21.2%
51,901
-20.0%
0.18%
-22.7%
Q2 2021$5,073,000
+1.8%
64,859
-0.7%
0.24%
-7.4%
Q1 2021$4,985,000
+5.9%
65,340
-3.7%
0.26%
+6.2%
Q4 2020$4,707,000
-8.5%
67,865
-17.6%
0.24%
-11.0%
Q3 2020$5,146,000
-4.8%
82,342
-5.1%
0.27%
-10.8%
Q2 2020$5,405,000
+10.9%
86,776
+0.8%
0.30%
-10.0%
Q1 2020$4,874,000
-34.1%
86,110
-10.5%
0.34%
-22.1%
Q4 2019$7,393,000
-18.6%
96,247
-21.1%
0.44%
-22.0%
Q3 2019$9,084,000
+0.9%
121,979
-0.3%
0.56%
-4.3%
Q2 2019$9,007,000
+4.2%
122,333
+2.5%
0.58%
-2.8%
Q1 2019$8,648,000
+19.1%
119,333
+7.0%
0.60%
+9.5%
Q4 2018$7,262,000
-11.5%
111,514
-2.0%
0.55%
-16.6%
Q3 2018$8,207,000
+3.3%
113,735
+0.1%
0.66%
-7.5%
Q2 2018$7,945,000
-6.0%
113,578
-8.5%
0.71%
-2.2%
Q1 2018$8,453,000
-10.8%
124,097
-4.6%
0.73%
-16.4%
Q4 2017$9,478,000
-26.9%
130,127
-29.8%
0.87%
-15.0%
Q3 2017$12,957,000
-0.5%
185,340
-2.7%
1.02%
-6.9%
Q2 2017$13,025,000
-7.1%
190,558
-7.0%
1.10%
-12.5%
Q1 2017$14,022,000
-5.8%
204,794
-7.4%
1.25%
-21.0%
Q4 2016$14,881,000221,1101.59%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders