Personal Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 144 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$31,000
-71.0%
400
-71.2%
0.01%
-71.7%
Q4 2019$107,000
+3.9%
1,388
+0.4%
0.05%
-4.2%
Q3 2019$103,000
+3.0%
1,382
+0.3%
0.05%0.0%
Q2 2019$100,000
-57.1%
1,378
-76.5%
0.05%
-67.1%
Q4 2018$233,0005,8700.15%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders