Beacon Harbor Wealth Advisors, Inc. - 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
Beacon Harbor Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$5,606,000
+1457.2%
67,913
+1208.5%
1.86%
+1162.6%
Q4 2020$360,0005,1900.15%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 132,286$10,326,2459.40%
DHK Financial Advisors, Inc. 39,719$3,100,4992.76%
Pacific Wealth Management 49,069$3,830,2892.52%
FFG RETIREMENT ADVISORS LLC 33,600$2,622,8162.18%
Ledge Wealth Management, Inc. 61,187$4,776,2672.14%
New Legacy Group, LLC 10,000$780,6002.13%
WIN ADVISORS, INC 55,716$4,349,2082.13%
Linscomb Wealth, Inc. 391,182$30,535,6371.79%
PBMares Wealth Management LLC 36,727$2,866,8861.03%
ShoreHaven Wealth Partners, LLC 18,427$1,438,3740.99%
View complete list of WISDOMTREE TR shareholders