PARAMETRIC PORTFOLIO ASSOCIATES LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 127 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PARAMETRIC PORTFOLIO ASSOCIATES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$496,000
-18.6%
5,628
-23.7%
0.00%
Q4 2021$609,000
-46.2%
7,377
-49.8%
0.00%
-100.0%
Q3 2021$1,131,000
-3.1%
14,692
-1.5%
0.00%0.0%
Q2 2021$1,167,000
-8.0%
14,923
-10.2%
0.00%0.0%
Q1 2021$1,268,000
+18.0%
16,613
+7.1%
0.00%0.0%
Q4 2020$1,075,000
+16.6%
15,506
+5.1%
0.00%0.0%
Q3 2020$922,000
-17.7%
14,756
-17.9%
0.00%0.0%
Q2 2020$1,120,000
-10.8%
17,982
-18.9%
0.00%0.0%
Q1 2020$1,255,000
+47.8%
22,171
+100.5%
0.00%0.0%
Q4 2019$849,000
+26.7%
11,058
+22.9%
0.00%0.0%
Q3 2019$670,000
-22.2%
9,000
-29.7%
0.00%0.0%
Q4 2016$861,00012,8000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb & Williams, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders