CAPITAL MANAGEMENT CORP /VA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPITAL MANAGEMENT CORP /VA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$380,268
+11.8%
6,3000.0%0.09%
-2.1%
Q3 2022$340,000
+23.6%
6,300
+31.2%
0.10%
+41.2%
Q2 2022$275,000
-10.1%
4,8000.0%0.07%
+4.6%
Q1 2022$306,000
-3.2%
4,8000.0%0.06%
-1.5%
Q4 2021$316,000
+12.1%
4,8000.0%0.07%
+6.5%
Q3 2021$282,000
-1.4%
4,8000.0%0.06%
+1.6%
Q2 2021$286,000
+4.0%
4,8000.0%0.06%0.0%
Q1 2021$275,000
+6.2%
4,8000.0%0.06%
-14.1%
Q4 2020$259,000
+8.8%
4,8000.0%0.07%
-5.3%
Q3 2020$238,000
+9.2%
4,8000.0%0.08%
+2.7%
Q2 2020$218,000
-7.6%
4,800
-20.9%
0.07%
-15.1%
Q1 2020$236,000
-19.7%
6,0700.0%0.09%
+14.7%
Q4 2019$294,000
+7.3%
6,0700.0%0.08%0.0%
Q3 2019$274,000
+3.4%
6,0700.0%0.08%
+2.7%
Q2 2019$265,000
+1.5%
6,0700.0%0.07%
+1.4%
Q1 2019$261,000
+3.2%
6,070
-8.0%
0.07%
-7.7%
Q4 2018$253,000
-14.8%
6,595
-1.7%
0.08%
+2.6%
Q3 2018$297,000
+8.0%
6,7100.0%0.08%
+2.7%
Q2 2018$275,000
-6.8%
6,710
-8.2%
0.07%
-6.3%
Q1 2018$295,000
-15.2%
7,310
-13.1%
0.08%
-16.0%
Q4 2017$348,000
+8.4%
8,4100.0%0.09%
+2.2%
Q3 2017$321,000
+11.8%
8,410
+7.7%
0.09%
+7.0%
Q2 2017$287,000
+10.8%
7,810
+6.8%
0.09%
+7.5%
Q1 2017$259,000
-24.7%
7,310
-29.3%
0.08%
-30.4%
Q4 2016$344,000
+3.9%
10,335
+0.9%
0.12%
-5.7%
Q3 2016$331,000
+2.5%
10,2400.0%0.12%
-2.4%
Q2 2016$323,000
+2.9%
10,240
+2.0%
0.12%
+3.3%
Q1 2016$314,000
-3.7%
10,040
-6.5%
0.12%
-2.4%
Q4 2015$326,000
+6.5%
10,740
+0.4%
0.12%
+0.8%
Q3 2015$306,000
-8.7%
10,700
-1.0%
0.12%
+6.0%
Q2 2015$335,000
+4.7%
10,805
+5.7%
0.12%
+7.4%
Q1 2015$320,00010,2250.11%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,283,107$485,491,90033.88%
Lauer Wealth, LLC 258,723$17,559,54918.15%
Choice Wealth Advisors, LLC 341,740$22,780,35715.50%
Prestige Wealth Management Group LLC 785,967$52,392,57812.41%
Spinnaker Investment Group, LLC 559,854$37,402,66812.32%
Astoria Portfolio Advisors LLC. 436,694$29,241,02811.32%
Private Wealth Strategies, L.L.C. 691,653$46,105,56811.08%
PALO ALTO WEALTH ADVISORS, LLC 206,434$13,760,89010.98%
Aspire Capital Advisors LLC 329,876$21,989,52310.68%
CONTINUUM WEALTH ADVISORS, LLC 211,833$14,120,78810.00%
View complete list of WISDOMTREE TR shareholders