Concord Wealth Partners - 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
Concord Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$29,897
-1.9%
3830.0%0.01%
-14.3%
Q2 2023$30,475
-3.3%
3830.0%0.01%
-22.2%
Q1 2023$31,509
-4.4%
3830.0%0.01%
-10.0%
Q4 2022$32,961
-32.7%
383
-35.5%
0.01%
-23.1%
Q2 2022$49,000
-5.8%
5940.0%0.01%0.0%
Q1 2022$52,000
+85.7%
594
+72.7%
0.01%
+85.7%
Q4 2021$28,0003440.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders