ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 18 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$444,000
-7.7%
20,483
+0.0%
0.10%
+4.1%
Q2 2022$481,000
-7.9%
20,473
-1.4%
0.10%
-1.0%
Q1 2022$522,000
-36.1%
20,764
-32.5%
0.10%
-14.7%
Q4 2021$817,000
-3.8%
30,758
-6.3%
0.12%
+3.6%
Q3 2021$849,000
-4.5%
32,826
-3.5%
0.11%
-0.9%
Q2 2021$889,000
-75.5%
34,010
-76.1%
0.11%
-76.5%
Q1 2021$3,623,000
+0.1%
142,245
-2.7%
0.48%
-3.8%
Q4 2020$3,618,000
-17.7%
146,194
-20.4%
0.50%
-24.5%
Q3 2020$4,395,000
-12.0%
183,572
-14.5%
0.66%
-18.8%
Q2 2020$4,994,000
+17.6%
214,594
+5.9%
0.82%
+3.0%
Q1 2020$4,248,000
-21.2%
202,629
-3.9%
0.79%
-1.4%
Q4 2019$5,393,000
-13.9%
210,766
-16.2%
0.80%
-13.3%
Q3 2019$6,266,000
-0.1%
251,651
-0.3%
0.92%
+9.9%
Q2 2019$6,270,000
-10.8%
252,440
-10.8%
0.84%
-10.6%
Q1 2019$7,031,000
+9.4%
282,974
-0.1%
0.94%
-4.4%
Q4 2018$6,424,000283,3580.98%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 821,584$21,260,0000.36%
Insight Advisors, LLC/ PA 27,914$747,0000.22%
ACG Wealth 32,826$849,0000.11%
OLD MISSION CAPITAL LLC 91,738$2,373,0000.10%
Arkadios Wealth Advisors 17,532$453,0000.06%
RFG Advisory, LLC 12,260$317,0000.03%
Private Advisor Group, LLC 50,212$1,298,0000.01%
Patriot Financial Group Insurance Agency, LLC 602$16,0000.00%
Cambridge Investment Research Advisors, Inc. 17,485$452,0000.00%
JANE STREET GROUP, LLC 87,870$2,273,0000.00%
View complete list of WISDOMTREE TR shareholders