ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,080,191
-22.2%
65,081
-20.7%
0.00%
-33.3%
Q2 2023$6,529,065
-51.4%
82,054
-49.7%
0.00%
-50.0%
Q1 2023$13,425,472
-21.1%
163,188
-17.4%
0.01%
-33.3%
Q4 2022$17,007,456
+248.2%
197,623
+206.7%
0.01%
+200.0%
Q3 2022$4,885,000
-8.2%
64,434
-0.4%
0.00%0.0%
Q2 2022$5,323,000
+35.3%
64,688
+44.9%
0.00%
+50.0%
Q1 2022$3,933,000
+62.4%
44,642
+52.1%
0.00%
+100.0%
Q4 2021$2,422,000
+25.4%
29,346
+17.0%
0.00%0.0%
Q3 2021$1,931,000
+1.8%
25,078
+3.4%
0.00%0.0%
Q2 2021$1,896,000
+90.0%
24,242
+85.4%
0.00%0.0%
Q1 2021$998,000
+22.6%
13,077
+11.5%
0.00%0.0%
Q4 2020$814,000
+20.1%
11,729
+8.1%
0.00%0.0%
Q3 2020$678,000
+4.6%
10,854
+4.4%
0.00%0.0%
Q2 2020$648,000
+12.9%
10,400
+2.5%
0.00%0.0%
Q1 2020$574,000
-12.9%
10,149
+18.3%
0.00%0.0%
Q4 2019$659,000
+16.2%
8,579
+12.7%
0.00%0.0%
Q3 2019$567,000
+1.6%
7,613
-0.7%
0.00%0.0%
Q2 2019$558,000
+28.3%
7,663
+27.6%
0.00%0.0%
Q1 2019$435,000
+26.1%
6,006
+13.5%
0.00%0.0%
Q4 2018$345,000
+39.7%
5,292
+54.9%
0.00%
Q3 2018$247,000
-44.2%
3,417
-46.1%
0.00%
-100.0%
Q2 2018$443,000
-1.8%
6,335
-5.2%
0.00%0.0%
Q1 2018$451,000
-18.7%
6,679
-12.3%
0.00%0.0%
Q4 2017$555,000
+0.9%
7,620
-3.1%
0.00%0.0%
Q3 2017$550,000
+88.4%
7,861
+84.0%
0.00%0.0%
Q2 2017$292,000
+7.0%
4,273
+7.2%
0.00%0.0%
Q1 2017$273,000
-20.6%
3,987
-22.1%
0.00%0.0%
Q4 2016$344,000
-10.6%
5,115
-11.8%
0.00%0.0%
Q3 2016$385,000
-7.0%
5,798
-6.5%
0.00%
-50.0%
Q2 2016$414,000
+2.5%
6,200
-2.8%
0.00%0.0%
Q1 2016$404,000
+93.3%
6,380
+80.2%
0.00%
+100.0%
Q4 2015$209,000
+16.8%
3,540
+10.1%
0.00%0.0%
Q3 2015$179,000
-44.1%
3,214
-39.1%
0.00%
-50.0%
Q1 2015$320,000
+140.6%
5,279
+106.0%
0.00%0.0%
Q2 2013$133,0002,5630.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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