LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12,681,950
+14.1%
307,889
+17.6%
0.01%
+12.5%
Q2 2023$11,112,335
+31.3%
261,898
+28.6%
0.01%
+14.3%
Q1 2023$8,464,823
+26.4%
203,628
+22.2%
0.01%
+16.7%
Q4 2022$6,698,639
+6.9%
166,591
-4.4%
0.01%0.0%
Q3 2022$6,264,000
-6.1%
174,253
+3.6%
0.01%0.0%
Q2 2022$6,674,000
-3.1%
168,151
+8.9%
0.01%0.0%
Q1 2022$6,888,000
-3.7%
154,379
+2.8%
0.01%0.0%
Q4 2021$7,150,000
+53.0%
150,215
+42.6%
0.01%
+50.0%
Q3 2021$4,674,000
+18.2%
105,345
+23.8%
0.00%0.0%
Q2 2021$3,953,000
+57.7%
85,070
+56.2%
0.00%
+33.3%
Q1 2021$2,507,000
+31.3%
54,450
+12.8%
0.00%
+50.0%
Q4 2020$1,909,000
+43.0%
48,275
+11.0%
0.00%0.0%
Q3 2020$1,335,000
-15.3%
43,481
-17.2%
0.00%
-33.3%
Q2 2020$1,577,000
+54.6%
52,507
+29.3%
0.00%
+50.0%
Q1 2020$1,020,000
-22.6%
40,604
+16.3%
0.00%0.0%
Q4 2019$1,317,000
+2.7%
34,919
-3.2%
0.00%
-33.3%
Q3 2019$1,283,000
-9.7%
36,055
-9.9%
0.00%0.0%
Q2 2019$1,421,000
+5.3%
40,000
+2.7%
0.00%0.0%
Q1 2019$1,350,000
+23.2%
38,933
+10.6%
0.00%0.0%
Q4 2018$1,096,000
-25.4%
35,193
-9.7%
0.00%
-25.0%
Q3 2018$1,469,000
+12.3%
38,975
+9.3%
0.00%
+33.3%
Q2 2018$1,308,000
-31.5%
35,654
-35.9%
0.00%
-40.0%
Q1 2018$1,909,000
-16.7%
55,583
-13.4%
0.01%
-28.6%
Q4 2017$2,293,000
-19.1%
64,193
-21.8%
0.01%
-30.0%
Q3 2017$2,834,000
-24.7%
82,138
-27.4%
0.01%
-28.6%
Q2 2017$3,762,000
-20.2%
113,152
-21.9%
0.01%
-56.2%
Q1 2017$4,716,000
+4.4%
144,942
+9.3%
0.03%
-5.9%
Q4 2016$4,517,000
+54.7%
132,553
+38.5%
0.03%
+21.4%
Q3 2016$2,919,000
+29.0%
95,683
+21.3%
0.03%
+47.4%
Q2 2016$2,263,000
+26.7%
78,867
+21.8%
0.02%
+280.0%
Q1 2016$1,786,000
+41.1%
64,758
+33.0%
0.01%
+25.0%
Q4 2015$1,266,000
+201.4%
48,692
+214.1%
0.00%
+100.0%
Q3 2015$420,000
+9.4%
15,502
+18.1%
0.00%0.0%
Q2 2015$384,000
-1.3%
13,130
+1.4%
0.00%0.0%
Q1 2015$389,000
+22.3%
12,952
+19.3%
0.00%0.0%
Q4 2014$318,000
+45.9%
10,857
+32.1%
0.00%
+100.0%
Q3 2014$218,0008,2180.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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