ASSETMARK, INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$937
-52.9%
12
-52.0%
0.00%
Q2 2023$1,989
-3.3%
250.0%0.00%
Q1 2023$2,057
-4.4%
250.0%0.00%
Q4 2022$2,152
+7.6%
250.0%0.00%
Q3 2022$2,0000.0%250.0%0.00%
Q2 2022$2,0000.0%250.0%0.00%
Q1 2022$2,0000.0%250.0%0.00%
Q4 2021$2,0000.0%250.0%0.00%
Q3 2021$2,0000.0%250.0%0.00%
Q2 2021$2,0000.0%250.0%0.00%
Q1 2021$2,0000.0%250.0%0.00%
Q4 2020$2,0000.0%250.0%0.00%
Q3 2020$2,0000.0%250.0%0.00%
Q2 2020$2,000
+100.0%
250.0%0.00%
Q1 2020$1,000
-50.0%
250.0%0.00%
Q4 2019$2,000
-33.3%
25
-34.2%
0.00%
Q3 2019$3,0000.0%380.0%0.00%
Q2 2019$3,0000.0%380.0%0.00%
Q1 2019$3,000
-78.6%
38
-82.2%
0.00%
Q4 2018$14,000
-6.7%
2130.0%0.00%
Q3 2018$15,000
-100.0%
213
-100.0%
0.00%
-100.0%
Q2 2018$30,986,000
+5.8%
443,032
+3.1%
0.30%
+0.3%
Q1 2018$29,276,000
-44.2%
429,768
-40.3%
0.30%
-43.9%
Q4 2017$52,434,000
+25.2%
719,856
+20.2%
0.54%
+13.4%
Q3 2017$41,871,000
+16.6%
598,931
+14.0%
0.48%
+5.3%
Q2 2017$35,921,000
+3.8%
525,542
+4.0%
0.45%
-0.7%
Q1 2017$34,602,000
+9.0%
505,367
+7.1%
0.46%
-2.4%
Q4 2016$31,752,000
+6.7%
471,793
+5.4%
0.47%
+3.1%
Q3 2016$29,747,000
+6.1%
447,453
+6.5%
0.45%
-4.0%
Q2 2016$28,028,000
+4.3%
420,089
-1.1%
0.47%
+0.4%
Q1 2016$26,878,000
+33.8%
424,743
+24.9%
0.47%
+26.1%
Q4 2015$20,087,000
-50.8%
339,945
-53.7%
0.37%
-12.7%
Q3 2015$40,808,000
+103.4%
734,204
+117.6%
0.43%
+1.9%
Q2 2015$20,067,000
-10.6%
337,424
-8.8%
0.42%
-12.6%
Q1 2015$22,456,000
+41.1%
370,138
+43.3%
0.48%
+38.2%
Q4 2014$15,911,000
+2.6%
258,372
-1.2%
0.35%
-3.4%
Q3 2014$15,501,000
-12.0%
261,406
-11.8%
0.36%
-4.5%
Q2 2014$17,613,000
+26.1%
296,511
+20.1%
0.38%
+10.0%
Q1 2014$13,965,000
-10.4%
246,868
-12.7%
0.34%
-7.6%
Q4 2013$15,590,000
+10.1%
282,843
+3.8%
0.37%
+3.1%
Q3 2013$14,162,000272,6100.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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 Wealth, 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