Chicago Partners Investment Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 47 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$209,296
-17.1%
5,386
-5.5%
0.01%
-15.4%
Q2 2023$252,328
+11.8%
5,700
+4.1%
0.01%0.0%
Q1 2023$225,772
-7.1%
5,478
+3.8%
0.01%
-13.3%
Q4 2022$243,024
+10.5%
5,279
-2.1%
0.02%
-6.2%
Q3 2022$220,000
-2.2%
5,390
+2.8%
0.02%0.0%
Q2 2022$225,000
+8.2%
5,242
+5.0%
0.02%0.0%
Q1 2022$208,000
-17.8%
4,992
-12.1%
0.02%
-11.1%
Q4 2021$253,000
-5.2%
5,680
+3.2%
0.02%
-5.3%
Q3 2021$267,000
-43.2%
5,502
-47.3%
0.02%
+11.8%
Q2 2021$470,000
+95.0%
10,442
+103.3%
0.02%
-15.0%
Q1 2021$241,000
+14.2%
5,137
+2.1%
0.02%0.0%
Q4 2020$211,000
-4.1%
5,030
-28.7%
0.02%
-25.9%
Q2 2020$220,000
+2100.0%
7,050
+2322.7%
0.03%
+2600.0%
Q3 2018$10,0000.0%291
+11.9%
0.00%
-50.0%
Q2 2018$10,000
+25.0%
260
+16.6%
0.00%
+100.0%
Q1 2018$8,0002230.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 326,498$11,323,0000.95%
Intelligence Driven Advisers, LLC 44,503$1,543,0000.84%
Cardan Capital Partners, LLC 149,675$5,191,0000.84%
ACG Wealth 162,528$5,636,0000.76%
Clearwater Capital Advisors, LLC 78,494$2,722,0000.51%
LVM CAPITAL MANAGEMENT LTD/MI 62,385$2,163,0000.50%
Starfire Investment Advisers, Inc. 24,089$835,0000.38%
Omega Financial Group, LLC 14,002$486,0000.36%
Denver PWM, LLC 13,842$497,0000.32%
CADENCE BANK NA 21,000$728,0000.28%
View complete list of WISDOMTREE TR shareholders