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 ↓
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