NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$565,000
+8.4%
11,866
+1.0%
0.04%
-9.8%
Q3 2021$521,000
+3.8%
11,747
+8.8%
0.04%
+2.5%
Q2 2021$502,000
+10.3%
10,792
+9.2%
0.04%0.0%
Q1 2021$455,000
+13.5%
9,879
-2.5%
0.04%
+5.3%
Q4 2020$401,000
+44.2%
10,137
+11.9%
0.04%
+26.7%
Q3 2020$278,000
+4.9%
9,057
+2.8%
0.03%
-3.2%
Q2 2020$265,000
+22.7%
8,810
+2.7%
0.03%
+10.7%
Q1 2020$216,000
-33.3%
8,5790.0%0.03%
-15.2%
Q4 2019$324,000
-31.4%
8,579
-35.4%
0.03%
-35.3%
Q3 2019$472,000
+20.1%
13,276
+19.9%
0.05%
+21.4%
Q2 2019$393,000
+24.8%
11,073
+9.7%
0.04%
-35.4%
Q4 2018$315,000
+25.5%
10,097
+47.4%
0.06%
-32.3%
Q2 2018$251,000
-33.6%
6,848
-37.8%
0.10%
+20.0%
Q1 2018$378,000
+5300.0%
11,001
+5400.5%
0.08%
+3900.0%
Q3 2017$7,000
-100.0%
200
-96.8%
0.00%
-96.0%
Q2 2017$206,000,000
+2842.9%
6,193
+2996.5%
0.05%
+2400.0%
Q1 2017$7,000,000
-50.0%
200
-50.0%
0.00%0.0%
Q4 2016$14,000,000
+116566.7%
4000.0%0.00%0.0%
Q3 2016$12,000
-57.1%
400
-60.0%
0.00%
-77.8%
Q2 2016$28,0000.0%1,0000.0%0.01%
-10.0%
Q1 2016$28,000
+7.7%
1,0000.0%0.01%0.0%
Q4 2015$26,000
+4.0%
1,0000.0%0.01%
+11.1%
Q3 2015$25,000
-13.8%
1,0000.0%0.01%
-10.0%
Q2 2015$29,0001,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 471,320$18,693,0005.21%
Joseph Group Capital Management 31,150$1,236,0001.24%
Venturi Wealth Management, LLC 233,587$9,271,0000.83%
CERTUITY, LLC 50,650$2,010,0000.52%
Collaborative Wealth Managment Inc. 18,986$754,0000.50%
XML Financial, LLC 53,509$2,124,0000.48%
Linscomb & Williams, Inc. 198,945$7,896,0000.45%
Avant Capital LLC 5,476$217,0000.28%
LVM CAPITAL MANAGEMENT LTD/MI 46,983$1,865,0000.27%
Truadvice, LLC 11,163$474,0000.25%
View complete list of WISDOMTREE TR shareholders