CORDA Investment Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 121 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CORDA Investment Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$1,095,000
+2.1%
14,363
-7.0%
0.10%
-8.3%
Q4 2020$1,072,000
+4.8%
15,450
-5.7%
0.11%
-2.7%
Q3 2020$1,023,000
-7.8%
16,377
-8.1%
0.11%
-13.3%
Q2 2020$1,110,000
+6.8%
17,825
-2.9%
0.13%
-1.5%
Q1 2020$1,039,000
-31.1%
18,364
-6.4%
0.13%
-19.8%
Q4 2019$1,507,000
-0.1%
19,624
-3.1%
0.16%
-1.8%
Q3 2019$1,508,000
+2.9%
20,254
+0.6%
0.16%
+3.8%
Q2 2019$1,465,000
-1.1%
20,139
-1.5%
0.16%
-7.0%
Q1 2019$1,481,000
+9.3%
20,449
-1.8%
0.17%
+2.4%
Q4 2018$1,355,000
-12.1%
20,819
-2.6%
0.17%
-8.7%
Q3 2018$1,541,000
+0.5%
21,364
-2.6%
0.18%
-3.7%
Q2 2018$1,534,000
-3.8%
21,939
-6.3%
0.19%
-4.5%
Q1 2018$1,594,000
-8.0%
23,414
-1.6%
0.20%
-4.3%
Q4 2017$1,733,000
+8.5%
23,798
+4.1%
0.21%
+0.5%
Q3 2017$1,597,00022,8530.21%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,537,430$97,289,00010.53%
Evanson Asset Management, LLC 169,825$10,747,0003.68%
HARVEST CAPITAL MANAGEMENT INC 98,850$6,255,0002.90%
Camarda Financial Advisors, LLC 65,963$4,174,0002.60%
Trutina Financial LLC 33,498$2,120,0002.37%
EASTERN BANK 342,077$21,646,0001.76%
LVM CAPITAL MANAGEMENT LTD/MI 76,247$4,825,0001.53%
COBIZ WEALTH, LLC 88,956$5,629,0001.38%
Keystone Financial Planning, Inc. 29,537$1,869,0001.34%
Cetera Advisor Networks LLC 221,431$14,013,0000.87%
View complete list of WISDOMTREE TR shareholders