Golden State Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$68,000
-76.1%
1,095
-81.4%
0.02%
-68.5%
Q2 2020$284,000
+151.3%
5,888
+195.0%
0.07%
+46.0%
Q1 2020$113,000
+4.6%
1,996
+38.1%
0.05%
+38.9%
Q3 2019$108,000
+2.9%
1,4450.0%0.04%
+9.1%
Q2 2019$105,0000.0%1,4450.0%0.03%
-5.7%
Q1 2019$105,0001,4450.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 227,550$12,873,0006.08%
Linscomb Wealth, Inc. 914,616$51,740,0005.71%
Evanson Asset Management, LLC 147,984$8,372,0003.68%
Keystone Financial Planning, Inc. 71,480$4,044,0003.13%
Trutina Financial LLC 52,481$2,969,0002.20%
Camarda Financial Advisors, LLC 48,749$2,758,0002.12%
COBIZ WEALTH, LLC 150,249$8,500,0002.03%
TOWER TRUST Co 29,447$1,666,0001.05%
LVM CAPITAL MANAGEMENT LTD/MI 53,030$3,000,0001.05%
Cetera Advisor Networks LLC 152,622$8,629,0000.62%
View complete list of WISDOMTREE TR shareholders