Aptus Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q2 2022. 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
Q2 2024$9,045
-5.1%
1920.0%0.00%
Q1 2024$9,531
+4.6%
1920.0%0.00%
Q4 2023$9,108
+15.2%
1920.0%0.00%
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 Q2 2022
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 102,107$4,530,0003.28%
Private Wealth Strategies, L.L.C. 225,938$10,025,0002.51%
Linscomb Wealth, Inc. 248,054$11,006,0000.57%
Truadvice, LLC 11,360$550,0000.50%
XML Financial, LLC 48,340$2,145,0000.29%
LVM CAPITAL MANAGEMENT LTD/MI 42,350$1,879,0000.28%
SIGNET FINANCIAL MANAGEMENT, LLC 23,544$1,045,0000.18%
Princeton Global Asset Management LLC 13,343$592,0000.18%
CADENCE BANK NA 7,609$337,0000.10%
CAPITAL MANAGEMENT CORP /VA 9,000$399,0000.09%
View complete list of WISDOMTREE TR shareholders