MARINER INDEPENDENT ADVISOR NETWORK, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,179,000
-24.5%
28,741
-17.9%
0.09%
-23.0%
Q2 2022$2,885,000
+16.8%
34,988
+24.7%
0.12%
+28.4%
Q1 2022$2,469,000
+128.2%
28,049
+115.1%
0.10%
+86.3%
Q4 2021$1,082,000
-39.0%
13,038
-43.4%
0.05%
-41.4%
Q3 2021$1,774,000
+3.3%
23,051
+5.0%
0.09%
+11.5%
Q2 2021$1,717,000
+14.4%
21,947
+11.6%
0.08%0.0%
Q1 2021$1,501,000
+12.9%
19,672
+2.6%
0.08%
+9.9%
Q4 2020$1,330,000
+7.6%
19,174
-3.1%
0.07%
-30.4%
Q3 2020$1,236,000
-5.8%
19,781
-5.8%
0.10%
-15.7%
Q2 2020$1,312,000
+16.4%
21,006
+0.6%
0.12%
+18.6%
Q1 2020$1,127,000
-36.4%
20,885
-9.5%
0.10%
-20.3%
Q4 2019$1,773,000
+11.4%
23,085
+6.7%
0.13%
+5.8%
Q3 2019$1,591,000
+6.6%
21,634
+5.6%
0.12%
+8.0%
Q2 2019$1,492,000
+3.7%
20,490
+3.8%
0.11%
-8.2%
Q1 2019$1,439,000
+4.7%
19,740
-2.3%
0.12%0.0%
Q4 2018$1,375,000
+0.2%
20,215
+6.0%
0.12%
-29.1%
Q3 2018$1,372,00019,0650.17%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders