Clear Creek Financial Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clear Creek Financial Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$265,753
+17.1%
3,088
+3.3%
0.06%
+16.0%
Q3 2022$227,000
-7.7%
2,9880.0%0.05%
-3.8%
Q2 2022$246,000
-6.5%
2,9880.0%0.05%
+26.8%
Q1 2022$263,000
+3.5%
2,988
-3.0%
0.04%
+7.9%
Q4 2021$254,000
+21.0%
3,079
+13.0%
0.04%
+11.8%
Q3 2021$210,000
-16.7%
2,724
-15.3%
0.03%
-12.8%
Q2 2021$252,0003,2170.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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