Sound Income Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,933
-1.9%
760.0%0.00%0.0%
Q2 2023$6,047
-3.3%
760.0%0.00%0.0%
Q1 2023$6,253
-4.4%
760.0%0.00%0.0%
Q4 2022$6,541
+227.0%
76
+181.5%
0.00%0.0%
Q1 2018$2,0000.0%270.0%0.00%0.0%
Q4 2017$2,000270.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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