Main Street Financial Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Main Street Financial Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$669,270
-11.3%
7,912
-9.1%
0.06%
-22.2%
Q1 2024$754,325
-17.9%
8,704
-22.2%
0.08%
-31.9%
Q4 2023$919,301
+15.2%
11,186
+9.4%
0.12%
+5.3%
Q3 2023$798,002
-34.1%
10,223
-32.8%
0.11%
-30.7%
Q2 2023$1,211,145
-2.3%
15,221
+1.0%
0.16%
-10.4%
Q1 2023$1,240,213
-1.9%
15,075
+2.6%
0.18%
-8.5%
Q4 2022$1,264,000
+1.3%
14,691
-10.8%
0.20%
-3.4%
Q3 2022$1,248,000
+30.7%
16,466
+41.9%
0.21%
+67.5%
Q2 2022$955,000
+78.2%
11,608
+90.9%
0.12%
+55.7%
Q1 2022$536,000
+13.3%
6,081
+6.1%
0.08%
+17.9%
Q4 2021$473,000
+8.0%
5,732
+0.8%
0.07%0.0%
Q3 2021$438,000
-0.9%
5,686
+0.7%
0.07%
-5.6%
Q2 2021$442,000
+2.1%
5,646
-0.4%
0.07%
-7.8%
Q1 2021$433,000
+10.5%
5,669
+0.2%
0.08%
-3.8%
Q4 2020$392,0005,6560.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,327,865$95,819,0007.87%
DAIDO LIFE INSURANCE CO 449,188$32,413,0002.71%
Evanson Asset Management, LLC 142,457$10,280,0002.09%
HARVEST CAPITAL MANAGEMENT INC 80,085$5,777,0001.81%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$10,824,0001.39%
LVM CAPITAL MANAGEMENT LTD/MI 66,304$4,784,0001.09%
COBIZ WEALTH, LLC 78,484$5,663,0001.09%
Steinberg Global Asset Management 87,626$6,323,0000.90%
Clearwater Capital Advisors, LLC 57,244$4,131,0000.81%
Avantax Planning Partners, Inc. 113,735$8,207,0000.66%
View complete list of WISDOMTREE TR shareholders