Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 41 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$571
-1.9%
25,581
+0.1%
0.09%0.0%
Q2 2023$582
+0.7%
25,557
+0.1%
0.09%
-8.4%
Q1 2023$578
+6.6%
25,535
+0.1%
0.10%
+1.1%
Q4 2022$542
-99.9%
25,521
+0.9%
0.09%0.0%
Q3 2022$485,000
+11.2%
25,290
+28.9%
0.09%
+14.6%
Q2 2022$436,000
-9.4%
19,623
+6.1%
0.08%
+2.5%
Q1 2022$481,000
-6.6%
18,500
+2.0%
0.08%
-3.6%
Q4 2021$515,000
+1.4%
18,131
+0.0%
0.08%
-8.8%
Q3 2021$508,000
-8.0%
18,124
-1.5%
0.09%
-8.1%
Q2 2021$552,000
+0.9%
18,399
+0.0%
0.10%
-1.0%
Q1 2021$547,000
+4.8%
18,390
+0.0%
0.10%
-13.0%
Q4 2020$522,000
+17.3%
18,387
+0.0%
0.12%
+3.6%
Q3 2020$445,000
+6.7%
18,382
+0.1%
0.11%
+0.9%
Q2 2020$417,000
+22.3%
18,369
+3.6%
0.11%
+2.8%
Q1 2020$341,000
+657.8%
17,730
+926.0%
0.11%
+872.7%
Q4 2019$45,000
-53.1%
1,728
-58.0%
0.01%
-59.3%
Q3 2019$96,000
-5.0%
4,112
+0.3%
0.03%
-6.9%
Q2 2019$101,0000.0%4,099
+0.3%
0.03%
+7.4%
Q1 2019$101,000
+11.0%
4,088
+0.2%
0.03%0.0%
Q4 2018$91,000
-76.5%
4,079
-74.8%
0.03%
-75.2%
Q3 2018$387,000
-3.7%
16,183
+0.0%
0.11%
-13.5%
Q2 2018$402,000
-29.6%
16,175
-23.4%
0.13%
-31.9%
Q1 2018$571,00021,1140.18%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders