Ranch Capital Advisors Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ranch Capital Advisors Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$267,168
-1.8%
3,158
+0.6%
0.14%
-4.8%
Q1 2024$272,075
+5.8%
3,140
+0.4%
0.15%
-8.1%
Q4 2023$257,143
+3.0%
3,128
-2.2%
0.16%
-8.6%
Q3 2023$249,553
+2.8%
3,197
+4.9%
0.18%
+2.3%
Q2 2023$242,639
-7.3%
3,049
-4.1%
0.17%
-10.9%
Q1 2023$261,735
-7.0%
3,181
-2.8%
0.19%
-12.7%
Q4 2022$281,509
+13.5%
3,271
+0.0%
0.22%
+8.4%
Q3 2022$248,000
-7.5%
3,270
+0.5%
0.20%
-1.5%
Q2 2022$268,000
-5.6%
3,253
+0.7%
0.21%
+9.6%
Q1 2022$284,000
+6.8%
3,229
+0.1%
0.19%
+8.7%
Q4 2021$266,000
+7.7%
3,225
+0.5%
0.17%
+12.3%
Q3 2021$247,000
-2.4%
3,210
-0.9%
0.15%
+1.3%
Q2 2021$253,000
-3.1%
3,238
-5.5%
0.15%
-11.6%
Q1 2021$261,000
+3.6%
3,428
-5.9%
0.17%
-5.0%
Q4 2020$252,000
+9.6%
3,643
-1.3%
0.18%
-2.2%
Q3 2020$230,000
-9.1%
3,690
-5.0%
0.18%
-6.6%
Q2 2020$253,000
-1.2%
3,884
-14.4%
0.20%
-21.7%
Q1 2020$256,000
-25.1%
4,539
+2.0%
0.25%
-8.7%
Q4 2019$342,000
+2.7%
4,449
-0.4%
0.28%
-22.4%
Q3 2019$333,0004,4680.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,187,293$73,956,0005.41%
PBMares Wealth Management LLC 49,761$3,100,0004.66%
Evanson Asset Management, LLC 136,376$8,495,0001.68%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,344,0001.06%
Harvest Investment Services, LLC 26,863$1,673,0000.99%
LVM CAPITAL MANAGEMENT LTD/MI 55,303$3,445,0000.71%
PSI Advisors, LLC 13,022$811,0000.65%
CADENCE BANK NA 17,848$1,112,0000.47%
Cetera Advisor Networks LLC 269,488$16,786,0000.45%
CWM, LLC 556,940$43,564,0000.35%
View complete list of WISDOMTREE TR shareholders