West Coast Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$234,180
-1.9%
3,0000.0%0.04%
+2.9%
Q2 2023$238,710
-3.3%
3,0000.0%0.03%
-10.5%
Q1 2023$246,810
-4.4%
3,0000.0%0.04%
-13.6%
Q4 2022$258,180
+13.7%
3,0000.0%0.04%
+4.8%
Q3 2022$227,000
-8.1%
3,0000.0%0.04%
-4.5%
Q2 2022$247,000
-6.4%
3,0000.0%0.04%
+7.3%
Q1 2022$264,000
+6.5%
3,0000.0%0.04%
+17.1%
Q4 2021$248,000
+7.4%
3,0000.0%0.04%
-5.4%
Q3 2021$231,000
-1.7%
3,0000.0%0.04%
-2.6%
Q2 2021$235,000
+2.6%
3,0000.0%0.04%
-5.0%
Q1 2021$229,000
+10.1%
3,0000.0%0.04%0.0%
Q4 2020$208,000
-9.6%
3,0000.0%0.04%
-18.4%
Q4 2019$230,000
+3.1%
3,0000.0%0.05%
-3.9%
Q3 2019$223,000
+2.3%
3,0000.0%0.05%
+2.0%
Q2 2019$218,000
+0.5%
3,0000.0%0.05%
-2.0%
Q1 2019$217,000
+0.5%
3,0000.0%0.05%
+2.0%
Q3 2018$216,000
+2.9%
3,0000.0%0.05%
-13.8%
Q2 2018$210,000
+2.9%
3,0000.0%0.06%0.0%
Q1 2018$204,000
-6.8%
3,0000.0%0.06%
-6.5%
Q4 2017$219,000
+4.3%
3,0000.0%0.06%
+8.8%
Q3 2017$210,000
+2.4%
3,0000.0%0.06%
-13.6%
Q2 2017$205,0000.0%3,0000.0%0.07%
+1.5%
Q1 2017$205,000
+1.5%
3,0000.0%0.06%
+1.6%
Q4 2016$202,000
+1.0%
3,0000.0%0.06%
-11.1%
Q2 2016$200,0003,0000.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders