Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q4 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