LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$59,265,713
+7.9%
759,233
+10.0%
0.04%
+5.1%
Q2 2023$54,943,416
-16.5%
690,504
-13.6%
0.04%
-23.5%
Q1 2023$65,778,953
-46.4%
799,550
-43.9%
0.05%
-51.4%
Q4 2022$122,626,011
+30.5%
1,424,890
+14.9%
0.10%
+15.4%
Q3 2022$93,976,000
+72.0%
1,239,626
+86.8%
0.09%
+75.0%
Q2 2022$54,622,000
+85.4%
663,775
+98.5%
0.05%
+108.0%
Q1 2022$29,456,000
+102.9%
334,381
+90.1%
0.02%
+108.3%
Q4 2021$14,515,000
+7.0%
175,854
-0.2%
0.01%
-7.7%
Q3 2021$13,568,000
-14.5%
176,250
-13.1%
0.01%
-18.8%
Q2 2021$15,861,000
+3.1%
202,775
+0.5%
0.02%
-11.1%
Q1 2021$15,389,000
+25.6%
201,685
+14.1%
0.02%
+12.5%
Q4 2020$12,255,000
+73.0%
176,686
+55.9%
0.02%
+45.5%
Q3 2020$7,084,000
+4.9%
113,356
+4.5%
0.01%
-8.3%
Q2 2020$6,754,000
+3.2%
108,435
-6.3%
0.01%
-14.3%
Q1 2020$6,547,000
-14.2%
115,667
+16.5%
0.01%0.0%
Q4 2019$7,627,000
+6.4%
99,292
+3.2%
0.01%
-6.7%
Q3 2019$7,165,000
+5.0%
96,205
+2.6%
0.02%0.0%
Q2 2019$6,826,000
+2.2%
93,806
+1.7%
0.02%0.0%
Q1 2019$6,681,000
+18.4%
92,196
+6.4%
0.02%0.0%
Q4 2018$5,644,000
-7.4%
86,670
+2.6%
0.02%0.0%
Q3 2018$6,094,000
+0.5%
84,448
-2.6%
0.02%
-6.2%
Q2 2018$6,065,000
-15.3%
86,723
-17.5%
0.02%
-20.0%
Q1 2018$7,158,000
-16.3%
105,077
-10.5%
0.02%
-23.1%
Q4 2017$8,556,000
-21.2%
117,469
-24.4%
0.03%
-31.6%
Q3 2017$10,861,000
-10.0%
155,360
-12.0%
0.04%
-17.4%
Q2 2017$12,073,000
-13.9%
176,632
-13.9%
0.05%
-52.1%
Q1 2017$14,025,000
-12.9%
205,041
-13.8%
0.10%
-22.0%
Q4 2016$16,111,000
+28.2%
237,799
+23.7%
0.12%
+3.4%
Q3 2016$12,570,000
+14.9%
192,203
+17.7%
0.12%
+29.3%
Q2 2016$10,937,000
-35.3%
163,317
-39.4%
0.09%
+95.7%
Q1 2016$16,896,000
+19.8%
269,641
+13.0%
0.05%
+20.5%
Q4 2015$14,099,000
+41.2%
238,600
+37.6%
0.04%
-29.1%
Q3 2015$9,984,000
+20.0%
173,364
+24.2%
0.06%
+31.0%
Q2 2015$8,322,000
-1.2%
139,635
+0.6%
0.04%
-2.3%
Q1 2015$8,421,000
+23.8%
138,853
+25.7%
0.04%
+16.2%
Q4 2014$6,804,000
-9.9%
110,484
-14.0%
0.04%
-17.8%
Q3 2014$7,551,000
-1.5%
128,461
-0.4%
0.04%0.0%
Q2 2014$7,664,000
+5.9%
129,032
+0.8%
0.04%
+2.3%
Q1 2014$7,238,000
-6.8%
127,954
-9.2%
0.04%
-10.2%
Q4 2013$7,768,000
+40.3%
140,932
+34.7%
0.05%
+32.4%
Q3 2013$5,535,000
-8.2%
104,645
-10.3%
0.04%
-14.0%
Q2 2013$6,029,000116,6070.04%
Other shareholders
WISDOMTREE TR shareholders Q2 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