Anchor Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 92 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$15,489
+9.5%
237
+0.9%
0.00%0.0%
Q3 2023$14,150
-2.5%
235
+0.4%
0.00%0.0%
Q2 2023$14,509
+3.1%
234
+0.9%
0.00%0.0%
Q1 2023$14,074
+0.5%
232
+0.4%
0.00%0.0%
Q4 2022$14,003
+12.6%
231
+0.9%
0.00%0.0%
Q3 2022$12,434
-5.6%
229
+0.9%
0.00%0.0%
Q2 2022$13,173
-9.6%
227
+0.4%
0.00%0.0%
Q1 2022$14,574
+0.1%
226
+0.4%
0.00%0.0%
Q4 2021$14,561
+10.9%
225
+100.9%
0.00%0.0%
Q3 2021$13,127
-0.3%
112
+0.9%
0.00%0.0%
Q2 2021$13,170
+5.4%
1110.0%0.00%0.0%
Q1 2021$12,493
+8.3%
111
+0.9%
0.00%0.0%
Q4 2020$11,537
+12.6%
110
+0.9%
0.00%0.0%
Q3 2020$10,250
+4.9%
109
+0.9%
0.00%0.0%
Q2 2020$9,767
+16.0%
1080.0%0.00%0.0%
Q1 2020$8,421
-25.3%
108
+0.9%
0.00%0.0%
Q4 2019$11,269
+7.3%
107
+0.9%
0.00%0.0%
Q3 2019$10,502
+2.9%
106
+1.0%
0.00%0.0%
Q2 2019$10,205
+3.5%
105
+1.0%
0.00%0.0%
Q1 2019$9,859
+12.1%
1040.0%0.00%
-33.3%
Q4 2018$8,792
-10.9%
104
+1.0%
0.00%
+50.0%
Q3 2018$9,870
+5.8%
103
+1.0%
0.00%0.0%
Q2 2018$9,325
+2.6%
1020.0%0.00%0.0%
Q1 2018$9,091
-4.1%
1020.0%0.00%
-33.3%
Q4 2017$9,4821020.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders