New Legacy Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
New Legacy Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$780,600
-1.9%
10,0000.0%2.13%
+6.0%
Q2 2023$795,700
-3.3%
10,0000.0%2.01%
-14.0%
Q1 2023$822,700
-4.4%
10,0000.0%2.34%
-12.6%
Q4 2022$860,600
+13.5%
10,0000.0%2.68%
+36.9%
Q3 2022$758,000
-7.9%
10,0000.0%1.96%
+17.1%
Q2 2022$823,000
-6.6%
10,0000.0%1.67%
+405.8%
Q1 2022$881,000
+6.8%
10,0000.0%0.33%
+107.5%
Q4 2021$825,00010,0000.16%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,537,430$97,289,00010.53%
Evanson Asset Management, LLC 169,825$10,747,0003.68%
HARVEST CAPITAL MANAGEMENT INC 98,850$6,255,0002.90%
Camarda Financial Advisors, LLC 65,963$4,174,0002.60%
Trutina Financial LLC 33,498$2,120,0002.37%
EASTERN BANK 342,077$21,646,0001.76%
LVM CAPITAL MANAGEMENT LTD/MI 76,247$4,825,0001.53%
COBIZ WEALTH, LLC 88,956$5,629,0001.38%
Keystone Financial Planning, Inc. 29,537$1,869,0001.34%
Cetera Advisor Networks LLC 221,431$14,013,0000.87%
View complete list of WISDOMTREE TR shareholders