Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$10
-9.1%
1250.0%0.00%0.0%
Q4 2022$11
-99.9%
1250.0%0.00%0.0%
Q3 2022$9,000
-82.0%
125
-81.1%
0.00%
-66.7%
Q1 2021$50,000
-96.3%
660
-96.6%
0.00%
-97.5%
Q4 2020$1,342,000
+1.9%
19,346
-8.2%
0.12%
-5.6%
Q3 2020$1,317,000
-0.5%
21,067
-0.9%
0.12%
-10.1%
Q2 2020$1,324,000
+8.8%
21,262
-1.1%
0.14%
-6.7%
Q1 2020$1,217,000
-21.3%
21,509
+6.8%
0.15%
-2.6%
Q4 2019$1,547,000
+3.0%
20,143
-0.1%
0.15%
-3.8%
Q3 2019$1,502,000
+4.8%
20,171
+2.4%
0.16%
+1.9%
Q2 2019$1,433,000
-1.3%
19,698
-1.7%
0.16%
-7.1%
Q1 2019$1,452,000
+32.5%
20,044
+19.1%
0.17%
+16.7%
Q4 2018$1,096,000
-99.9%
16,828
-48.7%
0.14%
+6.7%
Q3 2018$1,185,560,000
+105376.9%
32,826
+104.2%
0.14%
+0.7%
Q2 2018$1,124,000
+5.2%
16,073
+2.5%
0.13%
+1.5%
Q1 2018$1,068,000
-6.2%
15,675
+0.3%
0.13%
-7.7%
Q4 2017$1,138,000
+1.6%
15,628
-2.5%
0.14%
-4.7%
Q3 2017$1,120,000
-99.9%
16,021
+2.6%
0.15%
-1.3%
Q2 2017$1,067,033,000
+1.4%
15,611
+1.6%
0.15%
-8.4%
Q1 2017$1,051,965,000
+113136.3%
15,363
+11.3%
0.17%
+1.8%
Q4 2016$929,000
-99.9%
13,800
+2.6%
0.16%
-3.0%
Q3 2016$894,120,000
+11.4%
13,449
+11.8%
0.17%
+3.7%
Q2 2016$802,822,000
+7.2%
12,032
+1.6%
0.16%
+8.0%
Q1 2016$749,233,000
-11.4%
11,839
-17.3%
0.15%
-12.8%
Q4 2015$845,994,000
+4.7%
14,317
-1.5%
0.17%
+11.7%
Q3 2015$807,926,000
-13.6%
14,536
-7.6%
0.15%
-19.4%
Q2 2015$935,249,000
-7.2%
15,726
-5.4%
0.19%
-9.0%
Q1 2015$1,008,214,000
+0.9%
16,618
+2.4%
0.21%
-4.5%
Q4 2014$999,586,000
+11.0%
16,232
+6.9%
0.22%
+4.3%
Q3 2014$900,670,000
+1.7%
15,188
+1.9%
0.21%
-2.3%
Q2 2014$885,683,000
+6.0%
14,910
+0.9%
0.22%
-1.4%
Q1 2014$835,909,000
-2.6%
14,776
-5.1%
0.22%
-6.0%
Q4 2013$857,886,000
+1.3%
15,563
-4.6%
0.23%
-8.3%
Q3 2013$847,111,000
-14.0%
16,306
-14.4%
0.25%
-18.3%
Q2 2013$985,026,000
+4.7%
19,052
+3.7%
0.31%
-1.6%
Q1 2013$940,709,000
+10.8%
18,376
-0.9%
0.32%
-7.6%
Q4 2012$848,869,00018,5340.34%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 132,286$10,326,2459.40%
DHK Financial Advisors, Inc. 39,719$3,100,4992.76%
Pacific Wealth Management 49,069$3,830,2892.52%
FFG RETIREMENT ADVISORS LLC 33,600$2,622,8162.18%
Ledge Wealth Management, Inc. 61,187$4,776,2672.14%
New Legacy Group, LLC 10,000$780,6002.13%
WIN ADVISORS, INC 55,716$4,349,2082.13%
Linscomb Wealth, Inc. 391,182$30,535,6371.79%
PBMares Wealth Management LLC 36,727$2,866,8861.03%
ShoreHaven Wealth Partners, LLC 18,427$1,438,3740.99%
View complete list of WISDOMTREE TR shareholders