1834 INVESTMENT ADVISORS CO - 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
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$225,000
+2.3%
2,735
+9.3%
0.03%
+18.5%
Q1 2022$220,000
-3.9%
2,503
-9.7%
0.03%
+3.8%
Q4 2021$229,000
+11.2%
2,773
+3.7%
0.03%
+4.0%
Q3 2021$206,000
+48.2%
2,673
+50.8%
0.02%
+47.1%
Q2 2021$139,000
+3.0%
1,7730.0%0.02%0.0%
Q1 2021$135,000
+77.6%
1,773
+62.2%
0.02%
+70.0%
Q4 2020$76,000
+11.8%
1,0930.0%0.01%0.0%
Q3 2020$68,000
-50.4%
1,093
-50.5%
0.01%
-54.5%
Q2 2020$137,000
-22.2%
2,206
-29.1%
0.02%
-33.3%
Q1 2020$176,000
-20.0%
3,111
+8.9%
0.03%
-2.9%
Q4 2019$220,000
+2.8%
2,858
-0.6%
0.03%
+9.7%
Q3 2019$214,000
+8.1%
2,875
+5.9%
0.03%
+3.3%
Q2 2019$198,000
-21.1%
2,715
-21.5%
0.03%
-21.1%
Q1 2019$251,000
+29.4%
3,460
+16.3%
0.04%
+18.8%
Q4 2018$194,000
-9.3%
2,975
+0.5%
0.03%
+3.2%
Q3 2018$214,000
+6.5%
2,960
+3.1%
0.03%0.0%
Q2 2018$201,000
-16.9%
2,870
-19.4%
0.03%
-24.4%
Q1 2018$242,000
+33.0%
3,559
+42.5%
0.04%
+41.4%
Q4 2017$182,0002,4970.03%
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