Western Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$211,153
-3.2%
2,705
-1.3%
0.02%
-5.3%
Q2 2023$218,021
-61.4%
2,740
-60.1%
0.02%
-64.2%
Q1 2023$565,037
-13.9%
6,868
-10.0%
0.05%
-20.9%
Q4 2022$656,3807,6270.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,537,430$97,289,00010.53%
Evanson Asset Management, LLC 169,825$10,747,0003.68%
HARVEST CAPITAL MANAGEMENT INC 98,850$6,255,0002.90%
Camarda Financial Advisors, LLC 65,963$4,174,0002.60%
Trutina Financial LLC 33,498$2,120,0002.37%
EASTERN BANK 342,077$21,646,0001.76%
LVM CAPITAL MANAGEMENT LTD/MI 76,247$4,825,0001.53%
COBIZ WEALTH, LLC 88,956$5,629,0001.38%
Keystone Financial Planning, Inc. 29,537$1,869,0001.34%
Cetera Advisor Networks LLC 221,431$14,013,0000.87%
View complete list of WISDOMTREE TR shareholders