1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 50 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$6,0000.0%2000.0%0.00%0.0%
Q2 2020$6,000
+20.0%
2000.0%0.00%0.0%
Q1 2020$5,000
-37.5%
2000.0%0.00%0.0%
Q4 2019$8,000
+14.3%
2000.0%0.00%0.0%
Q3 2019$7,0000.0%2000.0%0.00%0.0%
Q2 2019$7,0000.0%2000.0%0.00%0.0%
Q1 2019$7,000
+16.7%
2000.0%0.00%0.0%
Q4 2018$6,000
-25.0%
2000.0%0.00%0.0%
Q3 2018$8,000
+14.3%
2000.0%0.00%0.0%
Q2 2018$7,0000.0%2000.0%0.00%0.0%
Q1 2018$7,0000.0%2000.0%0.00%0.0%
Q4 2017$7,0002000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 495,994$20,618,2865.22%
KLR INVESTMENT ADVISORS, LLC 34,417$1,430,8021.26%
Joseph Group Capital Management 28,478$1,183,8301.04%
Collaborative Wealth Managment Inc. 28,151$1,170,2370.74%
LVM CAPITAL MANAGEMENT LTD/MI 86,696$3,6040.50%
Linscomb Wealth, Inc. 187,001$7,773,6300.41%
XML Financial, LLC 67,654$2,812,3770.34%
CERTUITY, LLC 47,611$1,979,1870.29%
Avant Capital LLC 5,261$218,7130.25%
Truadvice, LLC 10,814$438,5080.17%
View complete list of WISDOMTREE TR shareholders