Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$647
-2.0%
8,2940.0%0.10%0.0%
Q2 2023$660
-3.2%
8,2940.0%0.10%
-11.6%
Q1 2023$682
-4.5%
8,2940.0%0.11%
-9.7%
Q4 2022$714
-99.9%
8,2940.0%0.12%
+1.6%
Q3 2022$629,000
-7.9%
8,2940.0%0.12%
-4.7%
Q2 2022$683,000
-5.3%
8,294
+1.4%
0.13%
+6.7%
Q1 2022$721,000
+6.8%
8,1800.0%0.12%
+10.1%
Q4 2021$675,000
+7.1%
8,1800.0%0.11%
-2.7%
Q3 2021$630,000
-2.6%
8,180
-1.0%
0.11%
-3.4%
Q2 2021$647,000
+2.5%
8,2660.0%0.12%0.0%
Q1 2021$631,000
+20.4%
8,266
+9.4%
0.12%0.0%
Q4 2020$524,000
+11.0%
7,5590.0%0.12%
-1.7%
Q3 2020$472,000
-3.7%
7,559
-3.8%
0.12%
-8.5%
Q2 2020$490,000
+10.1%
7,8590.0%0.13%
-7.9%
Q1 2020$445,000
-26.3%
7,8590.0%0.14%
-9.1%
Q4 2019$604,000
+5.8%
7,859
+2.6%
0.15%
-2.5%
Q3 2019$571,000
+15.8%
7,661
+13.1%
0.16%
+13.7%
Q2 2019$493,000
-37.2%
6,774
-37.5%
0.14%
-34.4%
Q1 2019$785,000
+9.0%
10,832
-2.1%
0.21%0.0%
Q4 2018$720,000
-1.8%
11,061
+8.9%
0.21%
+2.4%
Q3 2018$733,000
+5.3%
10,161
+2.1%
0.21%
-4.6%
Q2 2018$696,000
+2.7%
9,9550.0%0.22%
-0.9%
Q1 2018$678,000
-6.5%
9,9550.0%0.22%
-8.4%
Q4 2017$725,000
+0.8%
9,955
-3.2%
0.24%
-5.2%
Q3 2017$719,000
+0.8%
10,289
-1.4%
0.25%
-3.8%
Q2 2017$713,000
-0.3%
10,4360.0%0.26%
-4.7%
Q1 2017$715,000
+1.9%
10,4360.0%0.28%
-5.2%
Q4 2016$702,000
+4.9%
10,436
+3.6%
0.29%
-1.4%
Q3 2016$669,000
+17.0%
10,069
+17.5%
0.29%
+9.3%
Q2 2016$572,000
+12.6%
8,573
+6.8%
0.27%
+6.3%
Q1 2016$508,000
+7.2%
8,0300.0%0.25%
+2.4%
Q4 2015$474,000
-1.7%
8,030
-7.5%
0.25%
-7.1%
Q3 2015$482,000
+4.3%
8,679
+11.8%
0.27%
+11.3%
Q2 2015$462,000
+37.9%
7,763
+40.4%
0.24%
+37.4%
Q1 2015$335,0005,5290.17%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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