ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 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