Stonebridge Financial Planning Group, 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
Stonebridge Financial Planning Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$110,000
+5.8%
1,3000.0%0.06%
+13.7%
Q3 2021$104,000
+2.0%
1,3000.0%0.05%
-5.6%
Q2 2021$102,000
+1.0%
1,3000.0%0.05%
-8.5%
Q1 2021$101,000
+12.2%
1,3000.0%0.06%
+3.5%
Q4 2020$90,000
-10.0%
1,300
-16.1%
0.06%
-20.8%
Q3 2020$100,000
-22.5%
1,550
-25.1%
0.07%
-34.5%
Q2 2020$129,000
+3.2%
2,070
+0.1%
0.11%
-12.0%
Q1 2020$125,000
-21.4%
2,068
+0.0%
0.12%
-13.2%
Q4 2019$159,0002,0670.14%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,537,430$97,289,00010.53%
Evanson Asset Management, LLC 169,825$10,747,0003.68%
HARVEST CAPITAL MANAGEMENT INC 98,850$6,255,0002.90%
Camarda Financial Advisors, LLC 65,963$4,174,0002.60%
Trutina Financial LLC 33,498$2,120,0002.37%
EASTERN BANK 342,077$21,646,0001.76%
LVM CAPITAL MANAGEMENT LTD/MI 76,247$4,825,0001.53%
COBIZ WEALTH, LLC 88,956$5,629,0001.38%
Keystone Financial Planning, Inc. 29,537$1,869,0001.34%
Cetera Advisor Networks LLC 221,431$14,013,0000.87%
View complete list of WISDOMTREE TR shareholders