One Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$25,990,258
-7.7%
315,914
-3.5%
1.28%
-14.9%
Q4 2022$28,168,400
+109.4%
327,311
+84.4%
1.50%
+89.2%
Q3 2022$13,452,000
+653.2%
177,460
+717.4%
0.79%
+649.1%
Q2 2022$1,786,00021,7110.11%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 227,550$12,873,0006.08%
Linscomb Wealth, Inc. 914,616$51,740,0005.71%
Evanson Asset Management, LLC 147,984$8,372,0003.68%
Keystone Financial Planning, Inc. 71,480$4,044,0003.13%
Trutina Financial LLC 52,481$2,969,0002.20%
Camarda Financial Advisors, LLC 48,749$2,758,0002.12%
COBIZ WEALTH, LLC 150,249$8,500,0002.03%
TOWER TRUST Co 29,447$1,666,0001.05%
LVM CAPITAL MANAGEMENT LTD/MI 53,030$3,000,0001.05%
Cetera Advisor Networks LLC 152,622$8,629,0000.62%
View complete list of WISDOMTREE TR shareholders