LVM CAPITAL MANAGEMENT LTD/MI - 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
LVM CAPITAL MANAGEMENT LTD/MI ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,873
-6.2%
49,613
-4.4%
0.55%
-1.1%
Q2 2023$4,129
-3.6%
51,898
-0.3%
0.55%
-7.1%
Q1 2023$4,283
-7.2%
52,065
-2.9%
0.59%
-11.2%
Q4 2022$4,616
-99.9%
53,640
+4.8%
0.67%
+12.8%
Q3 2022$3,878,000
+79.0%
51,160
+94.3%
0.59%
+88.9%
Q2 2022$2,166,000
-6.7%
26,327
-0.1%
0.31%
+2.3%
Q1 2022$2,322,000
+6.5%
26,357
-0.2%
0.31%
+5.5%
Q4 2021$2,180,000
+3.8%
26,407
-3.2%
0.29%
-8.2%
Q3 2021$2,101,000
-8.1%
27,292
-6.6%
0.32%
-9.2%
Q2 2021$2,285,000
-2.4%
29,217
-4.8%
0.35%
-8.2%
Q1 2021$2,342,000
+4.0%
30,692
-5.5%
0.38%
+0.3%
Q4 2020$2,252,000
+5.7%
32,472
-4.8%
0.38%
-8.2%
Q3 2020$2,131,000
-38.1%
34,097
-38.3%
0.41%
-41.5%
Q2 2020$3,445,000
+0.8%
55,303
-8.4%
0.71%
-16.2%
Q1 2020$3,416,000
-29.5%
60,349
-4.4%
0.84%
-12.0%
Q4 2019$4,848,000
+2.7%
63,113
-0.4%
0.96%
-4.6%
Q3 2019$4,719,000
+3.1%
63,370
+0.7%
1.00%
-3.9%
Q2 2019$4,579,000
+0.2%
62,929
-0.2%
1.04%
-0.4%
Q1 2019$4,568,000
+10.8%
63,029
-0.4%
1.05%
-3.0%
Q4 2018$4,122,000
-13.8%
63,299
-4.5%
1.08%
-1.1%
Q3 2018$4,784,000
+2.1%
66,304
-1.1%
1.09%
-3.4%
Q2 2018$4,687,000
+2.0%
67,014
-0.6%
1.13%
+6.6%
Q1 2018$4,595,000
-14.6%
67,449
-8.7%
1.06%
-12.9%
Q4 2017$5,378,000
+2.0%
73,836
-2.1%
1.22%
-3.3%
Q3 2017$5,273,000
+3.2%
75,431
+0.9%
1.26%
-3.4%
Q2 2017$5,109,000
-2.1%
74,742
-2.0%
1.30%
-2.9%
Q1 2017$5,221,000
-2.8%
76,250
-4.5%
1.34%
-9.6%
Q4 2016$5,372,000
+70.3%
79,825
+50.3%
1.48%
+45.9%
Q3 2016$3,155,000
-39.5%
53,110
-32.1%
1.02%
-32.6%
Q2 2016$5,219,000
+8.2%
78,222
+2.6%
1.51%
-1.4%
Q1 2016$4,825,000
+4.3%
76,247
-2.7%
1.53%
-6.4%
Q4 2015$4,628,000
+0.3%
78,327
-5.7%
1.64%
-1.7%
Q3 2015$4,615,000
-7.5%
83,032
-1.0%
1.66%
+0.1%
Q2 2015$4,989,000
+0.4%
83,887
+2.4%
1.66%
-0.1%
Q1 2015$4,970,000
+33.9%
81,917
+35.9%
1.66%
+34.8%
Q4 2014$3,711,000
+16.6%
60,262
+12.3%
1.23%
+18.0%
Q3 2014$3,182,000
+0.9%
53,653
+1.0%
1.05%
+2.9%
Q2 2014$3,155,000
+5.2%
53,110
+0.2%
1.02%
-2.9%
Q1 2014$3,000,000
+13.2%
53,030
+10.2%
1.05%
+11.3%
Q4 2013$2,651,000
+8.9%
48,100
+2.7%
0.94%
+2.8%
Q3 2013$2,434,000
+7.9%
46,853
+7.4%
0.92%
+1.9%
Q2 2013$2,255,00043,6230.90%
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