Rockbridge Investment Management, LCC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$22,000
-4.3%
265
-10.2%
0.00%
-25.0%
Q3 2021$23,0000.0%2950.0%0.00%0.0%
Q2 2021$23,0000.0%2950.0%0.00%0.0%
Q1 2021$23,000
+15.0%
2950.0%0.00%0.0%
Q4 2020$20,000
+11.1%
2950.0%0.00%0.0%
Q3 2020$18,000
-14.3%
295
-14.5%
0.00%
-20.0%
Q2 2020$21,0003450.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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