Golden State Wealth Management, 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
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 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