Monument Group Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 192 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Monument Group Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$348,426
-2.4%
4,1190.0%0.23%
-11.7%
Q1 2024$356,953
+5.5%
4,1190.0%0.26%
-8.3%
Q4 2023$338,4994,1190.29%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,536,184$103,385,0009.62%
DAIDO LIFE INSURANCE CO 359,731$24,210,0004.82%
Evanson Asset Management, LLC 178,606$12,020,0003.34%
HARVEST CAPITAL MANAGEMENT INC 96,180$6,472,0002.83%
Trutina Financial LLC 31,397$2,113,0002.76%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$10,095,0001.70%
Avantax Planning Partners, Inc. 221,110$14,881,0001.59%
Clearwater Capital Advisors, LLC 66,173$4,483,0001.55%
Camarda Financial Advisors, LLC 33,952$2,285,0001.55%
LVM CAPITAL MANAGEMENT LTD/MI 79,825$5,372,0001.48%
View complete list of WISDOMTREE TR shareholders