Orion Portfolio Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,952,515
+434.7%
25,013
+445.1%
0.02%
+500.0%
Q2 2023$365,147
+26.3%
4,589
+30.6%
0.00%0.0%
Q1 2023$289,015
+29.0%
3,513
+38.3%
0.00%
-50.0%
Q1 2022$224,000
-9.3%
2,541
-15.0%
0.01%0.0%
Q4 2021$247,000
+21.1%
2,989
+12.7%
0.01%0.0%
Q3 2021$204,000
+22.2%
2,651
-0.9%
0.01%
-11.1%
Q2 2020$167,000
+3.7%
2,675
-6.2%
0.01%
-18.2%
Q1 2020$161,000
-25.1%
2,851
+1.7%
0.01%
-35.3%
Q4 2019$215,0002,8030.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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