CBIZ Investment Advisory Services, 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
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 Q4 2021
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders