CORDA Investment Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 143 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2019
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 145,197$12,495,5247.25%
DHK Financial Advisors, Inc. 38,505$3,313,7144.61%
Ledge Wealth Management, Inc. 71,148$6,123,0002.79%
Pacific Wealth Management 44,120$3,796,9402.79%
New Legacy Group, LLC 10,000$860,6002.68%
Fulcrum Equity Management 32,555$2,801,6892.30%
Linscomb & Williams, Inc. 480,374$41,340,9482.10%
One Capital Management, LLC 327,311$28,168,4001.50%
PBMares Wealth Management LLC 37,526$3,229,5001.31%
ShoreHaven Wealth Partners, LLC 20,119$1,731,4651.22%
View complete list of WISDOMTREE TR shareholders