JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,095
+96.7%
285
+106.5%
0.00%
+100.0%
Q2 2023$9,200
+6.9%
1380.0%0.00%0.0%
Q1 2023$8,603
+3.3%
1380.0%0.00%0.0%
Q4 2022$8,330
+19.0%
1380.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1380.0%0.00%0.0%
Q2 2022$8,000
-11.1%
1380.0%0.00%0.0%
Q1 2022$9,0000.0%1380.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1380.0%0.00%0.0%
Q3 2021$8,0000.0%1380.0%0.00%0.0%
Q2 2021$8,0000.0%1380.0%0.00%
-50.0%
Q1 2021$8,000
+14.3%
1380.0%0.00%
+100.0%
Q4 2020$7,0000.0%1380.0%0.00%
-50.0%
Q3 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q2 2020$6,000
+20.0%
1380.0%0.00%
+100.0%
Q1 2020$5,000
-28.6%
1380.0%0.00%
-50.0%
Q4 2019$7,000
+16.7%
1380.0%0.00%0.0%
Q3 2019$6,0000.0%1380.0%0.00%0.0%
Q2 2019$6,0000.0%1380.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1380.0%0.00%
+100.0%
Q4 2018$5,000–138–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders