Montecito Bank & Trust - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$216,000
-25.8%
3,470
-32.6%
0.06%
-37.9%
Q1 2020$291,000
-27.8%
5,145
-1.9%
0.10%
-12.0%
Q4 2019$403,000
+3.1%
5,2450.0%0.11%
-6.9%
Q3 2019$391,000
-4.9%
5,245
-7.1%
0.12%
-6.5%
Q2 2019$411,000
+14.2%
5,645
+13.6%
0.12%
+12.7%
Q1 2019$360,000
-35.1%
4,970
-39.7%
0.11%
-43.3%
Q4 2016$555,000
-71.6%
8,242
-71.9%
0.19%
-75.8%
Q3 2016$1,953,000
+104.1%
29,380
+104.9%
0.80%
+98.8%
Q2 2016$957,00014,3370.40%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,187,293$73,956,0005.41%
PBMares Wealth Management LLC 49,761$3,100,0004.66%
Evanson Asset Management, LLC 136,376$8,495,0001.68%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,344,0001.06%
Harvest Investment Services, LLC 26,863$1,673,0000.99%
LVM CAPITAL MANAGEMENT LTD/MI 55,303$3,445,0000.71%
PSI Advisors, LLC 13,022$811,0000.65%
CADENCE BANK NA 17,848$1,112,0000.47%
Cetera Advisor Networks LLC 269,488$16,786,0000.45%
CWM, LLC 556,940$43,564,0000.35%
View complete list of WISDOMTREE TR shareholders