COBIZ WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 139 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COBIZ WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$5,041,000
-4.9%
69,272
-5.2%
1.00%
-2.4%
Q1 2019$5,298,000
+9.5%
73,103
-1.6%
1.02%
-4.0%
Q4 2018$4,838,000
-14.6%
74,292
-5.3%
1.06%
-2.2%
Q3 2018$5,663,000
+3.5%
78,484
+0.3%
1.09%
-2.1%
Q2 2018$5,472,000
-3.3%
78,243
-5.8%
1.11%
-7.2%
Q1 2018$5,656,000
-13.9%
83,027
-7.9%
1.20%
-12.8%
Q4 2017$6,566,000
+6.5%
90,140
+2.2%
1.37%
+1.5%
Q3 2017$6,167,000
+4.5%
88,217
+2.1%
1.35%
+2.7%
Q2 2017$5,903,000
-1.7%
86,364
-1.5%
1.32%
-2.0%
Q1 2017$6,004,000
+2.7%
87,682
+0.9%
1.34%
-2.5%
Q4 2016$5,849,000
-4.7%
86,906
-5.9%
1.38%
-7.0%
Q3 2016$6,139,000
+2.7%
92,337
+3.1%
1.48%
-1.7%
Q2 2016$5,977,000
+6.2%
89,577
+0.7%
1.50%
+9.0%
Q1 2016$5,629,000
-6.6%
88,956
-12.8%
1.38%
-3.0%
Q4 2015$6,026,000
-4.3%
101,979
-10.0%
1.42%
-6.9%
Q3 2015$6,295,000
-14.5%
113,259
-8.5%
1.53%
-7.0%
Q2 2015$7,360,000
-9.4%
123,768
-7.5%
1.64%
-9.3%
Q1 2015$8,121,000
-3.7%
133,858
-2.3%
1.81%
-6.1%
Q4 2014$8,435,000
+3.6%
136,973
-0.2%
1.93%
+1.9%
Q3 2014$8,138,000
-2.0%
137,238
-1.8%
1.89%
-1.3%
Q2 2014$8,305,000
-2.3%
139,818
-6.9%
1.92%
-5.4%
Q1 2014$8,500,000
-20.6%
150,249
-22.6%
2.03%
-20.6%
Q4 2013$10,702,000
-7.2%
194,151
-12.5%
2.56%
-12.7%
Q3 2013$11,530,000
-3.0%
221,940
-3.4%
2.93%
-6.7%
Q2 2013$11,882,000229,8303.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders