Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 27 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$501
+11.8%
22,475
+14.2%
0.03%
+12.0%
Q2 2023$448
+4.7%
19,675
+4.0%
0.02%
+4.2%
Q1 2023$428
+7.5%
18,920
+1.1%
0.02%0.0%
Q4 2022$398
-99.9%
18,715
-8.1%
0.02%
-11.1%
Q3 2022$391,000
+40.6%
20,375
+62.6%
0.03%
+42.1%
Q2 2022$278,000
-33.8%
12,530
-22.5%
0.02%
-29.6%
Q1 2022$420,000
+7.7%
16,160
+17.5%
0.03%
+12.5%
Q4 2021$390,000
+0.3%
13,750
-0.8%
0.02%
-7.7%
Q3 2021$389,000
+72.1%
13,861
+84.2%
0.03%
+73.3%
Q2 2021$226,000
+22.8%
7,525
+21.5%
0.02%
+15.4%
Q1 2021$184,000
+13.6%
6,195
+8.8%
0.01%
-7.1%
Q4 2020$162,000
+62.0%
5,695
+37.2%
0.01%
+40.0%
Q3 2020$100,000
+31.6%
4,150
+24.6%
0.01%
+25.0%
Q2 2020$76,000
-61.6%
3,330
-67.7%
0.01%
-66.7%
Q1 2020$198,000
-15.7%
10,300
+15.1%
0.02%
+4.3%
Q4 2019$235,000
+72.8%
8,950
+53.9%
0.02%
+64.3%
Q3 2019$136,000
+0.7%
5,815
+6.8%
0.01%
-6.7%
Q2 2019$135,000
+2.3%
5,445
+1.9%
0.02%0.0%
Q1 2019$132,000
+88.6%
5,345
+70.0%
0.02%
+66.7%
Q4 2018$70,000
-100.0%
3,145
-87.5%
0.01%
-73.5%
Q3 2018$302,185,000
+97065.6%
25,220
+101.4%
0.03%
-8.1%
Q2 2018$311,00012,5250.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Carroll Financial Associates, Inc. 1,820$45,0000.01%
NEXT Financial Group, Inc 1,500$39,0000.01%
LPL Financial LLC 19,006$481,0000.00%
Ground Swell Capital, LLC 28$1,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 33,000$849,0000.00%
MORGAN STANLEY 77,765$2,000,0000.00%
Tower Research Capital LLC (TRC) 200$5,0000.00%
MSI Financial Services Inc 355$9,0000.00%
ROYAL BANK OF CANADA 30,287$779,0000.00%
BANK OF AMERICA CORP /DE/ 15,999$411,0000.00%
View complete list of WISDOMTREE TR shareholders