WADE G W & 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
WADE G W & INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$211
-4.5%
2,5650.0%0.01%
-11.1%
Q4 2022$221
-99.9%
2,565
-2.2%
0.01%
-10.0%
Q2 2022$216,000
-6.5%
2,6230.0%0.01%0.0%
Q1 2022$231,000
+6.5%
2,6230.0%0.01%
+11.1%
Q4 2021$217,000
+7.4%
2,6230.0%0.01%
-10.0%
Q3 2021$202,000
-1.5%
2,6230.0%0.01%0.0%
Q2 2021$205,000
+2.5%
2,6230.0%0.01%
-9.1%
Q1 2021$200,000
-13.4%
2,623
-29.1%
0.01%
-38.9%
Q3 2020$231,000
-7.6%
3,698
-7.7%
0.02%
-10.0%
Q2 2020$250,000
-10.4%
4,008
-18.6%
0.02%
-23.1%
Q1 2020$279,000
-26.2%
4,9260.0%0.03%
-10.3%
Q4 2019$378,000
+23.9%
4,926
+20.4%
0.03%
+11.5%
Q3 2019$305,000
+2.3%
4,0910.0%0.03%
-3.7%
Q2 2019$298,000
-5.7%
4,091
-6.3%
0.03%
-10.0%
Q1 2019$316,000
+11.3%
4,3650.0%0.03%
-3.2%
Q4 2018$284,000
-9.8%
4,3650.0%0.03%
-6.1%
Q3 2018$315,000
+1.0%
4,365
-2.3%
0.03%
-5.7%
Q2 2018$312,000
+2.6%
4,466
+0.0%
0.04%0.0%
Q1 2018$304,000
-27.1%
4,465
-21.9%
0.04%
-27.1%
Q4 2017$417,000
-10.9%
5,719
-14.5%
0.05%
-15.8%
Q3 2017$468,000
+2.4%
6,688
+0.0%
0.06%
-1.7%
Q2 2017$457,000
-0.2%
6,687
+0.0%
0.06%
-3.3%
Q1 2017$458,000
+1.8%
6,686
+0.0%
0.06%
-18.9%
Q4 2016$450,000
+1.4%
6,685
+0.0%
0.07%
-7.5%
Q3 2016$444,000
-2.6%
6,683
-2.3%
0.08%
+2.6%
Q2 2016$456,000
-8.8%
6,838
-13.5%
0.08%
-20.4%
Q1 2016$500,000
-1.0%
7,908
-7.5%
0.10%
-7.5%
Q4 2015$505,000
+6.3%
8,5510.0%0.11%
+1.0%
Q3 2015$475,000
-6.7%
8,5510.0%0.10%
+4.0%
Q2 2015$509,000
-1.9%
8,5510.0%0.10%
+3.1%
Q1 2015$519,000
-1.5%
8,5510.0%0.10%
-29.0%
Q4 2014$527,000
-99.9%
8,551
-33.5%
0.14%
-40.3%
Q3 2013$668,000,000
+100502.4%
12,8500.0%0.23%
-3.8%
Q2 2013$664,00012,8500.24%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb & Williams, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders