COLONY GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,606
+32.6%
46,197
+35.1%
0.05%
+38.5%
Q2 2023$2,720
-30.1%
34,187
-27.7%
0.04%
-32.8%
Q1 2023$3,889
+9.7%
47,277
+14.8%
0.06%
+16.0%
Q4 2022$3,545
-99.9%
41,192
+23.3%
0.05%
+11.1%
Q3 2022$2,533,000
+7.7%
33,416
+17.0%
0.04%
+12.5%
Q2 2022$2,351,000
-28.0%
28,572
-22.9%
0.04%
-18.4%
Q1 2022$3,265,000
-2.0%
37,066
-8.2%
0.05%
-15.5%
Q4 2021$3,332,000
-0.6%
40,367
-7.3%
0.06%
-9.4%
Q3 2021$3,353,000
-3.5%
43,563
-2.0%
0.06%
-7.2%
Q2 2021$3,476,000
-0.9%
44,438
-3.3%
0.07%
-6.8%
Q1 2021$3,508,000
-14.8%
45,972
-22.5%
0.07%
-22.1%
Q4 2020$4,117,000
-47.4%
59,351
-52.6%
0.10%
-53.4%
Q3 2020$7,832,000
+31.0%
125,330
+30.6%
0.20%
+17.9%
Q2 2020$5,978,000
+69.5%
95,966
+54.0%
0.17%
+50.4%
Q1 2020$3,526,000
-66.5%
62,305
-54.5%
0.12%
-56.6%
Q4 2019$10,517,000
+775.7%
136,922
+749.1%
0.26%
+597.4%
Q3 2019$1,201,000
+3.8%
16,125
+1.4%
0.04%
+2.7%
Q2 2019$1,157,000
+3302.9%
15,895
+2459.6%
0.04%
+640.0%
Q4 2013$34,0006210.01%
Other shareholders
WISDOMTREE TR shareholders Q3 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