CBIZ Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 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
CBIZ Investment Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$13,0000.0%1670.0%0.00%0.0%
Q2 2021$13,0000.0%1670.0%0.00%0.0%
Q1 2021$13,000
+8.3%
1670.0%0.00%0.0%
Q4 2020$12,000
+20.0%
1670.0%0.00%0.0%
Q3 2020$10,0000.0%1670.0%0.00%0.0%
Q2 2020$10,000
+11.1%
1670.0%0.00%0.0%
Q1 2020$9,000
-30.8%
1670.0%0.00%0.0%
Q4 2019$13,0001670.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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