PSI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$35,275
-2.4%
4170.0%0.01%
-15.4%
Q1 2024$36,137
+5.5%
4170.0%0.01%0.0%
Q4 2023$34,269
+5.3%
4170.0%0.01%
-7.1%
Q3 2023$32,551
-1.9%
4170.0%0.01%
-6.7%
Q2 2023$33,181
-16.3%
417
-13.5%
0.02%
-21.1%
Q1 2023$39,655
-4.4%
4820.0%0.02%
-13.6%
Q4 2022$41,481
-91.5%
482
-92.5%
0.02%
-91.4%
Q3 2022$486,000
-32.5%
6,417
-26.7%
0.26%
-28.0%
Q2 2022$720,000
-14.5%
8,751
-8.5%
0.35%
+2.0%
Q1 2022$842,000
+5.4%
9,564
-1.2%
0.35%
+6.8%
Q4 2021$799,000
+8.0%
9,685
+0.8%
0.32%
-4.4%
Q3 2021$740,000
-2.0%
9,610
-0.5%
0.34%
-14.6%
Q2 2021$755,000
+1.5%
9,660
-1.0%
0.40%
-9.1%
Q1 2021$744,000
+5.8%
9,760
-3.7%
0.44%
-9.7%
Q4 2020$703,000
-12.2%
10,140
-21.0%
0.48%
-20.6%
Q3 2020$801,000
-1.2%
12,833
-1.5%
0.61%
-6.6%
Q2 2020$811,000
+9.6%
13,022
-0.5%
0.65%
-4.0%
Q1 2020$740,000
-33.4%
13,084
-9.6%
0.68%
-4.6%
Q4 2019$1,111,00014,4700.71%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,302,104$84,793,0008.02%
Evanson Asset Management, LLC 138,612$9,026,0002.06%
HARVEST CAPITAL MANAGEMENT INC 74,945$4,884,0001.79%
Harvest Investment Services, LLC 22,647$1,558,0001.44%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,768,0001.36%
LVM CAPITAL MANAGEMENT LTD/MI 63,299$4,122,0001.08%
COBIZ WEALTH, LLC 74,292$4,838,0001.06%
Clearwater Capital Advisors, LLC 56,924$3,707,0000.81%
ACG Wealth 59,441$3,871,0000.59%
EXECUTIVE WEALTH GROUP LLC 9,219$600,3510.57%
View complete list of WISDOMTREE TR shareholders