Fusion Family Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$9,000
-55.0%
160
-38.7%
0.00%
-60.0%
Q4 2019$20,000
+5.3%
2610.0%0.01%0.0%
Q3 2019$19,0000.0%2610.0%0.01%0.0%
Q2 2019$19,0000.0%2610.0%0.01%0.0%
Q1 2019$19,000
-70.8%
261
-73.8%
0.01%
-73.7%
Q4 2018$65,000
-49.6%
996
-44.1%
0.02%
-45.7%
Q3 2018$129,000
-47.6%
1,783
-49.3%
0.04%
-49.3%
Q2 2018$246,000
-19.3%
3,514
-21.4%
0.07%
-33.0%
Q1 2018$305,000
-32.7%
4,473
-28.0%
0.10%
-8.8%
Q4 2017$453,000
-23.2%
6,215
-26.3%
0.11%
-43.5%
Q3 2017$590,000
-10.3%
8,435
-12.4%
0.20%
-11.1%
Q2 2017$658,000
+3.1%
9,633
+3.4%
0.22%
-5.9%
Q1 2017$638,000
-31.5%
9,313
-33.0%
0.24%
-56.4%
Q4 2016$932,00013,8910.55%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders