Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$880,497
-13.8%
10,409
-11.7%
0.01%
-28.6%
Q1 2024$1,021,304
+7.0%
11,785
+1.4%
0.01%
-12.5%
Q4 2023$954,784
-88.5%
11,618
-89.1%
0.01%
-90.2%
Q3 2023$8,315,342
-26.7%
106,525
-25.3%
0.08%
-28.1%
Q2 2023$11,342,067
-0.1%
142,542
+3.3%
0.11%
-7.3%
Q1 2023$11,354,124
-20.5%
138,010
-16.8%
0.12%
-3.1%
Q4 2022$14,280,538
-99.8%
165,937
+6.0%
0.13%
+98.4%
Q3 2022$5,941,936,000
+185585.5%
156,600
+302.7%
0.06%
+93.9%
Q2 2022$3,200,000
-0.9%
38,885
+6.1%
0.03%
-2.9%
Q1 2022$3,230,000
+6.0%
36,664
-0.7%
0.03%
+9.7%
Q4 2021$3,046,000
+12.0%
36,909
+4.5%
0.03%
+14.8%
Q3 2021$2,720,000
+3.3%
35,332
+5.0%
0.03%
-10.0%
Q2 2021$2,633,000
+26.6%
33,660
+23.5%
0.03%
+15.4%
Q1 2021$2,079,000
+13.3%
27,253
+2.2%
0.03%
+23.8%
Q4 2020$1,835,000
-99.9%
26,669
+10.3%
0.02%
-27.6%
Q3 2020$1,541,000,00024,1870.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,187,293$73,956,0005.41%
PBMares Wealth Management LLC 49,761$3,100,0004.66%
Evanson Asset Management, LLC 136,376$8,495,0001.68%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,344,0001.06%
Harvest Investment Services, LLC 26,863$1,673,0000.99%
LVM CAPITAL MANAGEMENT LTD/MI 55,303$3,445,0000.71%
PSI Advisors, LLC 13,022$811,0000.65%
CADENCE BANK NA 17,848$1,112,0000.47%
Cetera Advisor Networks LLC 269,488$16,786,0000.45%
CWM, LLC 556,940$43,564,0000.35%
View complete list of WISDOMTREE TR shareholders