IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$172,590
-47.6%
2,211
-50.0%
0.01%
+14.3%
Q2 2023$329,573
-10.1%
4,422
-16.1%
0.01%
-56.2%
Q1 2023$366,420
+49150.0%
5,273
-49.6%
0.02%
-20.0%
Q4 2022$744
-99.9%
10,452
-2.4%
0.02%0.0%
Q3 2022$765,000
+114.3%
10,713
+108.5%
0.02%
+81.8%
Q2 2022$357,000
-50.6%
5,139
-50.5%
0.01%
+22.2%
Q1 2022$722,000
+41.8%
10,382
+68.8%
0.01%
-10.0%
Q4 2021$509,000
+5.8%
6,152
-2.0%
0.01%0.0%
Q3 2021$481,000
-7.5%
6,278
-6.4%
0.01%
-9.1%
Q2 2021$520,000
+2.2%
6,706
-0.0%
0.01%
+10.0%
Q1 2021$509,000
+6.9%
6,709
-2.7%
0.01%
-47.4%
Q4 2020$476,000
+5.1%
6,896
-5.3%
0.02%
-29.6%
Q3 2020$453,000
-2.6%
7,281
-3.2%
0.03%
-27.0%
Q2 2020$465,000
+422.5%
7,525
+384.9%
0.04%
+311.1%
Q1 2020$89,000
-42.9%
1,552
-24.6%
0.01%
-25.0%
Q4 2019$156,000
+1.3%
2,057
-0.8%
0.01%
+20.0%
Q3 2019$154,000
+352.9%
2,073
+339.2%
0.01%
+100.0%
Q1 2019$34,000
-96.6%
472
-96.9%
0.01%
-91.8%
Q4 2018$994,000
-3.8%
15,311
+6.9%
0.06%
+45.2%
Q3 2018$1,033,000
-0.8%
14,321
-3.8%
0.04%
-4.5%
Q2 2018$1,041,000
-0.7%
14,890
+3.5%
0.04%
-8.3%
Q1 2018$1,048,0000.0%14,3890.0%0.05%0.0%
Q4 2017$1,048,000
+2.7%
14,389
-1.4%
0.05%
+17.1%
Q3 2017$1,020,000
-24.4%
14,597
-26.0%
0.04%
-28.1%
Q2 2017$1,349,000
-8.2%
19,734
-8.1%
0.06%
-10.9%
Q1 2017$1,470,000
+9.1%
21,475
+7.3%
0.06%
-1.5%
Q4 2016$1,347,000
-3.9%
20,017
-5.1%
0.06%
-11.0%
Q3 2016$1,402,000
-11.3%
21,091
-10.9%
0.07%
-17.0%
Q2 2016$1,580,000
+4547.1%
23,674
+4915.7%
0.09%
+1660.0%
Q1 2016$34,000
-96.1%
472
-96.8%
0.01%
-91.4%
Q4 2015$862,00014,5920.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
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