BOK Financial Private Wealth, 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
BOK Financial Private Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$83,291
-41.8%
1,067
-40.7%
0.01%
-41.7%
Q2 2023$143,226
-3.3%
1,8000.0%0.01%0.0%
Q1 2023$148,086
-4.4%
1,8000.0%0.01%
-7.7%
Q4 2022$154,908
+13.9%
1,8000.0%0.01%
+8.3%
Q3 2022$136,000
-44.0%
1,800
-39.0%
0.01%
-45.5%
Q2 2022$243,000
-6.5%
2,950
-0.2%
0.02%
+22.2%
Q1 2022$260,000
+6.6%
2,9570.0%0.02%
+5.9%
Q4 2021$244,000
-17.3%
2,957
-22.8%
0.02%
-29.2%
Q3 2021$295,000
-10.1%
3,831
-8.5%
0.02%
-11.1%
Q2 2021$328,000
-0.3%
4,188
-2.8%
0.03%
-10.0%
Q1 2021$329,000
-2.4%
4,310
-11.4%
0.03%
-6.2%
Q4 2020$337,000
-59.7%
4,865
-63.6%
0.03%
-63.2%
Q3 2020$836,000
-26.6%
13,371
-26.9%
0.09%
-26.9%
Q2 2020$1,139,000
-52.5%
18,288
-56.9%
0.12%
-59.1%
Q1 2020$2,400,000
-49.9%
42,408
-31.9%
0.29%
-28.0%
Q4 2019$4,787,00062,3180.40%
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