1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 471,320$18,693,0005.21%
Joseph Group Capital Management 31,150$1,236,0001.24%
Venturi Wealth Management, LLC 233,587$9,271,0000.83%
CERTUITY, LLC 50,650$2,010,0000.52%
Collaborative Wealth Managment Inc. 18,986$754,0000.50%
XML Financial, LLC 53,509$2,124,0000.48%
Linscomb & Williams, Inc. 198,945$7,896,0000.45%
Avant Capital LLC 5,476$217,0000.28%
LVM CAPITAL MANAGEMENT LTD/MI 46,983$1,865,0000.27%
Truadvice, LLC 11,163$474,0000.25%
View complete list of WISDOMTREE TR shareholders