CBIZ Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders