Aptus Capital Advisors, LLC - 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 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,908
-2.9%
1920.0%0.00%
Q2 2023$8,147
+2.1%
1920.0%0.00%
Q1 2023$7,981
+3.4%
1920.0%0.00%
Q4 2022$7,720
+10.3%
1920.0%0.00%
Q3 2022$7,000
-12.5%
1920.0%0.00%
Q2 2022$8,000
-11.1%
1920.0%0.00%
Q1 2022$9,0000.0%1920.0%0.00%
Q4 2021$9,0000.0%1920.0%0.00%
Q3 2021$9,0000.0%1920.0%0.00%
Q2 2021$9,0000.0%1920.0%0.00%
Q1 2021$9,000
+28.6%
1920.0%0.00%
Q4 2020$7,000
+40.0%
1920.0%0.00%
Q3 2020$5,0000.0%1920.0%0.00%
Q2 2020$5,000
+25.0%
1920.0%0.00%
Q1 2020$4,000
-42.9%
1920.0%0.00%
Q4 2019$7,000
+16.7%
1920.0%0.00%
Q3 2019$6,0001920.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 326,498$11,323,0000.95%
Intelligence Driven Advisers, LLC 44,503$1,543,0000.84%
Cardan Capital Partners, LLC 149,675$5,191,0000.84%
ACG Wealth 162,528$5,636,0000.76%
Clearwater Capital Advisors, LLC 78,494$2,722,0000.51%
LVM CAPITAL MANAGEMENT LTD/MI 62,385$2,163,0000.50%
Starfire Investment Advisers, Inc. 24,089$835,0000.38%
Omega Financial Group, LLC 14,002$486,0000.36%
Denver PWM, LLC 13,842$497,0000.32%
CADENCE BANK NA 21,000$728,0000.28%
View complete list of WISDOMTREE TR shareholders