ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$332,000
-2.1%
4,375
+6.3%
0.08%
+10.1%
Q2 2022$339,000
-6.4%
4,114
+0.0%
0.07%
+1.5%
Q1 2022$362,000
-30.3%
4,113
-34.6%
0.07%
-8.1%
Q4 2021$519,000
+5.5%
6,286
-1.6%
0.07%
+13.8%
Q3 2021$492,000
-22.3%
6,391
-21.0%
0.06%
-18.8%
Q2 2021$633,000
-35.3%
8,093
-36.9%
0.08%
-38.5%
Q1 2021$978,000
+0.9%
12,823
-8.2%
0.13%
-3.0%
Q4 2020$969,000
+9.1%
13,973
-1.6%
0.13%0.0%
Q3 2020$888,000
-17.6%
14,204
-17.9%
0.13%
-23.9%
Q2 2020$1,078,000
-66.5%
17,299
-69.6%
0.18%
-70.7%
Q1 2020$3,220,000
-30.1%
56,895
-5.2%
0.60%
-12.5%
Q4 2019$4,609,000
-14.7%
59,999
-17.3%
0.69%
-13.9%
Q3 2019$5,402,000
+3.0%
72,540
+0.6%
0.80%
+13.2%
Q2 2019$5,245,000
+22.5%
72,074
+22.0%
0.70%
+22.6%
Q1 2019$4,280,000
+10.6%
59,060
-0.6%
0.57%
-3.2%
Q4 2018$3,871,000
+98.1%
59,441
+121.5%
0.59%
+105.2%
Q4 2017$1,954,00026,8320.29%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb & Williams, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders