SAGE RHINO CAPITAL LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$201,000
-1.5%
2,6100.0%0.06%
+1.7%
Q2 2021$204,000
-2.9%
2,610
-22.3%
0.06%
-40.6%
Q3 2020$210,000
+0.5%
3,3600.0%0.10%
-8.2%
Q2 2020$209,000
-67.3%
3,360
-59.8%
0.11%
-69.8%
Q4 2019$639,000
+2.6%
8,3600.0%0.36%
-6.9%
Q3 2019$623,000
+2.5%
8,3600.0%0.39%
+0.3%
Q2 2019$608,000
-12.6%
8,360
-13.0%
0.39%
-15.2%
Q1 2019$696,0009,6100.46%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders