MONEY CONCEPTS CAPITAL CORP - 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
MONEY CONCEPTS CAPITAL CORP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$312,232
+4.6%
3,924
+13.1%
0.03%
+146.2%
Q4 2022$298,628
+16.2%
3,470
+2.2%
0.01%
-13.3%
Q3 2022$257,000
+24.8%
3,395
+37.1%
0.02%
-16.7%
Q2 2022$206,000
-23.4%
2,477
-19.0%
0.02%
+20.0%
Q1 2022$269,000
+5.5%
3,059
-1.0%
0.02%
-31.8%
Q4 2021$255,000
+11.8%
3,089
+3.4%
0.02%
+22.2%
Q1 2021$228,000
+11.2%
2,987
+1.0%
0.02%
-5.3%
Q4 2020$205,0002,9580.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,327,865$95,819,0007.87%
DAIDO LIFE INSURANCE CO 449,188$32,413,0002.71%
Evanson Asset Management, LLC 142,457$10,280,0002.09%
HARVEST CAPITAL MANAGEMENT INC 80,085$5,777,0001.81%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$10,824,0001.39%
LVM CAPITAL MANAGEMENT LTD/MI 66,304$4,784,0001.09%
COBIZ WEALTH, LLC 78,484$5,663,0001.09%
Steinberg Global Asset Management 87,626$6,323,0000.90%
Clearwater Capital Advisors, LLC 57,244$4,131,0000.81%
Avantax Planning Partners, Inc. 113,735$8,207,0000.66%
View complete list of WISDOMTREE TR shareholders