WealthPLAN Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$201,000
-99.6%
2,960
+270.0%
0.04%
+158.8%
Q3 2016$52,320,000
-2.0%
8000.0%0.02%
+142.9%
Q2 2016$53,376,000
+12.7%
800
-66.7%
0.01%
-12.5%
Q4 2015$47,366,0002,4000.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 145,197$12,495,5247.25%
DHK Financial Advisors, Inc. 38,505$3,313,7144.61%
Ledge Wealth Management, Inc. 71,148$6,123,0002.79%
Pacific Wealth Management 44,120$3,796,9402.79%
New Legacy Group, LLC 10,000$860,6002.68%
Fulcrum Equity Management 32,555$2,801,6892.30%
Linscomb & Williams, Inc. 480,374$41,340,9482.10%
One Capital Management, LLC 327,311$28,168,4001.50%
PBMares Wealth Management LLC 37,526$3,229,5001.31%
ShoreHaven Wealth Partners, LLC 20,119$1,731,4651.22%
View complete list of WISDOMTREE TR shareholders