Paracle Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 101 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Paracle Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$782,000
+8.9%
10,257
-0.9%
0.14%
+3.6%
Q4 2020$718,000
+2.9%
10,352
-7.4%
0.14%
-9.3%
Q3 2020$698,000
+0.3%
11,1750.0%0.15%
-6.8%
Q2 2020$696,000
+15.8%
11,175
+5.2%
0.16%
-0.6%
Q1 2020$601,000
-26.3%
10,6190.0%0.16%
-14.2%
Q4 2019$815,000
+3.2%
10,6190.0%0.19%
-0.5%
Q3 2019$790,000
+2.3%
10,6190.0%0.19%
+0.5%
Q2 2019$772,000
+0.4%
10,6190.0%0.19%
-5.0%
Q1 2019$769,000
+8.8%
10,619
-2.3%
0.20%
-2.9%
Q4 2018$707,000
-12.0%
10,869
-2.4%
0.21%
-13.1%
Q3 2018$803,000
+3.1%
11,1390.0%0.24%
-2.1%
Q2 2018$779,000
-1.6%
11,139
-4.3%
0.24%
-4.7%
Q1 2018$792,000
-55.4%
11,639
-53.7%
0.25%
-19.4%
Q4 2017$1,776,000
+100.5%
25,165
+98.4%
0.32%
+3.6%
Q3 2017$886,000
+1.1%
12,684
-1.0%
0.30%
-9.8%
Q1 2017$876,000
-1.0%
12,807
-2.7%
0.34%
-5.1%
Q4 2016$885,000
+0.1%
13,158
-1.1%
0.36%
-13.4%
Q3 2016$884,000
-4.5%
13,302
-4.2%
0.41%
-15.8%
Q2 2016$926,000
-8.5%
13,885
-13.2%
0.49%
-10.1%
Q1 2016$1,012,000
+1.8%
16,000
-4.9%
0.54%
-3.7%
Q4 2015$994,000
+2.8%
16,831
-3.3%
0.56%
-1.6%
Q3 2015$967,000
-18.5%
17,414
-12.8%
0.57%
-25.5%
Q2 2015$1,187,000
-1.8%
19,968
+0.1%
0.77%
-1.5%
Q1 2015$1,209,000
-5.7%
19,942
-4.2%
0.78%
-7.6%
Q4 2014$1,282,000
-9.5%
20,823
-12.8%
0.84%
-24.5%
Q3 2014$1,416,00023,8841.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2015
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,537,430$97,289,00010.53%
Evanson Asset Management, LLC 169,825$10,747,0003.68%
HARVEST CAPITAL MANAGEMENT INC 98,850$6,255,0002.90%
Camarda Financial Advisors, LLC 65,963$4,174,0002.60%
Trutina Financial LLC 33,498$2,120,0002.37%
EASTERN BANK 342,077$21,646,0001.76%
LVM CAPITAL MANAGEMENT LTD/MI 76,247$4,825,0001.53%
COBIZ WEALTH, LLC 88,956$5,629,0001.38%
Keystone Financial Planning, Inc. 29,537$1,869,0001.34%
Cetera Advisor Networks LLC 221,431$14,013,0000.87%
View complete list of WISDOMTREE TR shareholders