HARBOR INVESTMENT ADVISORY, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$640,051
+31.8%
15,539
+35.7%
0.08%
+23.5%
Q2 2023$485,781
+18.4%
11,449
+16.0%
0.07%
+11.5%
Q1 2023$410,421
+3.4%
9,8730.0%0.06%
-1.6%
Q4 2022$396,993
+561.7%
9,873
+493.0%
0.06%
+520.0%
Q3 2022$60,0001,6650.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 102,825$4,894,0003.32%
Private Wealth Strategies, L.L.C. 236,043$11,232,0002.59%
Joseph Group Capital Management 30,886$1,470,0001.41%
Venturi Wealth Management, LLC 214,148$10,193,0000.77%
Linscomb & Williams, Inc. 226,260$10,770,0000.51%
Truadvice, LLC 11,674$529,0000.50%
Collaborative Wealth Managment Inc. 12,969$617,0000.34%
Avant Capital LLC 5,585$266,0000.29%
XML Financial, LLC 50,380$2,398,0000.29%
LVM CAPITAL MANAGEMENT LTD/MI 40,898$1,947,0000.26%
View complete list of WISDOMTREE TR shareholders