CHOREO, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$206,086
-4.4%
2,5050.0%0.01%
-36.4%
Q4 2022$215,580
+4.7%
2,5050.0%0.01%
-8.3%
Q2 2022$206,000
-6.8%
2,5050.0%0.01%
+9.1%
Q1 2022$221,000
+6.8%
2,5050.0%0.01%
+10.0%
Q4 2021$207,0002,5050.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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