Harvest Investment Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Harvest Investment Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$248,458
-10.6%
2,887
-21.3%
0.27%
-21.8%
Q3 2022$278,000
-11.5%
3,670
-3.8%
0.34%
+41.1%
Q2 2022$314,000
-14.7%
3,815
-8.8%
0.24%
+9.5%
Q1 2022$368,000
+4.5%
4,184
-1.9%
0.22%
+48.6%
Q4 2021$352,000
-78.1%
4,265
-79.6%
0.15%
-77.4%
Q3 2021$1,606,000
+2.8%
20,868
+4.4%
0.66%
-0.2%
Q2 2021$1,563,000
+2.5%
19,990
+0.0%
0.66%
-4.4%
Q1 2021$1,525,000
+7.2%
19,989
-2.5%
0.69%
-6.1%
Q4 2020$1,422,000
-6.9%
20,510
-16.1%
0.73%
-16.3%
Q3 2020$1,527,000
-8.7%
24,448
-9.0%
0.88%
-11.7%
Q2 2020$1,673,000
+71.8%
26,863
+56.0%
0.99%
-23.5%
Q1 2020$974,000
-64.2%
17,216
-51.4%
1.30%
-10.2%
Q4 2019$2,719,000
+34.6%
35,399
+28.9%
1.44%
+42.4%
Q3 2019$2,020,000
+10.0%
27,472
+9.2%
1.01%
-3.1%
Q2 2019$1,837,000
+6.6%
25,167
+6.7%
1.05%
+4.5%
Q1 2019$1,724,000
+10.7%
23,577
+4.1%
1.00%
-30.3%
Q4 2018$1,558,00022,6471.44%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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