REFRAME WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 196 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
REFRAME WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$344,2404,0000.13%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,187,293$73,956,0005.41%
PBMares Wealth Management LLC 49,761$3,100,0004.66%
Evanson Asset Management, LLC 136,376$8,495,0001.68%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,344,0001.06%
Harvest Investment Services, LLC 26,863$1,673,0000.99%
LVM CAPITAL MANAGEMENT LTD/MI 55,303$3,445,0000.71%
PSI Advisors, LLC 13,022$811,0000.65%
CADENCE BANK NA 17,848$1,112,0000.47%
Cetera Advisor Networks LLC 269,488$16,786,0000.45%
CWM, LLC 556,940$43,564,0000.35%
View complete list of WISDOMTREE TR shareholders