American Portfolios Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$57,850
+11.1%
763
+20.5%
0.00%0.0%
Q2 2022$52,055
-36.3%
633
-31.7%
0.00%
-33.3%
Q1 2022$81,669
+6.9%
927
+0.1%
0.00%0.0%
Q4 2021$76,391
+7.8%
926
+0.7%
0.00%0.0%
Q3 2021$70,837
-1.1%
920
+0.4%
0.00%0.0%
Q2 2021$71,621
+2.9%
916
+0.4%
0.00%0.0%
Q1 2021$69,572
+722.2%
912
+647.5%
0.00%
Q4 2020$8,462
-77.4%
122
-79.7%
0.00%
-100.0%
Q3 2020$37,469
+1.0%
600
+0.8%
0.00%0.0%
Q2 2020$37,084
+11.0%
595
+0.8%
0.00%
-33.3%
Q1 2020$33,416
-26.0%
590
+0.3%
0.00%0.0%
Q4 2019$45,133
-10.2%
588
-12.9%
0.00%
-25.0%
Q3 2019$50,265
+3.2%
675
+0.9%
0.00%0.0%
Q2 2019$48,709
+17.6%
669
+17.0%
0.00%0.0%
Q1 2019$41,426
+421.4%
572
+368.9%
0.00%
+300.0%
Q4 2018$7,945
-9.8%
1220.0%0.00%0.0%
Q3 2018$8,804
+3.2%
1220.0%0.00%0.0%
Q2 2018$8,533
+2.7%
1220.0%0.00%0.0%
Q1 2018$8,311
-6.5%
1220.0%0.00%0.0%
Q4 2017$8,8861220.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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