Glass Jacobson Investment Advisors llc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$201
-99.6%
3
-99.5%
0.00%
-100.0%
Q2 2023$52,249
-52.7%
657
-48.8%
0.02%
-56.4%
Q4 2022$110,4421,2830.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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