Apollon Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$222,191
-1.6%
2,846
+0.3%
0.01%0.0%
Q2 2023$225,738
-3.0%
2,837
+0.4%
0.01%
-21.4%
Q1 2023$232,615
-4.1%
2,827
+0.3%
0.01%
-17.6%
Q4 2022$242,552
+13.9%
2,818
+0.3%
0.02%
-5.6%
Q3 2022$213,000
-7.4%
2,810
+0.4%
0.02%
-5.3%
Q2 2022$230,000
-9.8%
2,800
-3.4%
0.02%
+5.6%
Q1 2022$255,000
+9.0%
2,899
+2.0%
0.02%
+5.9%
Q4 2021$234,0002,8410.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,289,918$99,079,0006.46%
PBMares Wealth Management LLC 66,483$5,107,0006.08%
Evanson Asset Management, LLC 129,737$9,965,0001.96%
Harvest Investment Services, LLC 35,399$2,719,0001.44%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,522,0001.26%
LVM CAPITAL MANAGEMENT LTD/MI 63,113$4,848,0000.96%
PSI Advisors, LLC 14,470$1,111,0000.71%
Strategic Family Wealth Counselors, L.L.C. 11,387$875,0000.71%
ACG Wealth 59,999$4,609,0000.69%
Clearwater Capital Advisors, LLC 47,399$3,641,0000.61%
View complete list of WISDOMTREE TR shareholders