Clearwater Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 18 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$227,227
+2.4%
5,651
-8.3%
0.03%
-3.2%
Q3 2022$222,000
-18.7%
6,165
-10.4%
0.03%
-16.2%
Q2 2022$273,000
-11.1%
6,8770.0%0.04%
+5.7%
Q1 2022$307,000
-6.4%
6,877
-0.2%
0.04%
-2.8%
Q4 2021$328,000
+6.8%
6,893
-0.3%
0.04%0.0%
Q3 2021$307,000
-12.3%
6,914
-8.1%
0.04%
-12.2%
Q2 2021$350,000
-0.6%
7,522
-1.6%
0.04%
-6.8%
Q1 2021$352,000
-24.9%
7,647
-35.5%
0.04%
-29.0%
Q4 2020$469,000
+22.8%
11,858
-4.7%
0.06%
+3.3%
Q3 2020$382,000
+2.4%
12,4370.0%0.06%
-3.2%
Q2 2020$373,000
-30.0%
12,437
-41.3%
0.06%
-46.1%
Q1 2020$533,000
-63.6%
21,195
-45.4%
0.12%
-52.9%
Q4 2019$1,464,000
-10.0%
38,823
-15.1%
0.24%
-15.0%
Q3 2019$1,627,000
-15.7%
45,735
-15.8%
0.29%
-18.0%
Q2 2019$1,930,000
-29.1%
54,324
-30.8%
0.35%
-31.4%
Q1 2019$2,722,000
-11.8%
78,494
-20.8%
0.51%
-24.7%
Q4 2018$3,087,000
-21.6%
99,102
-5.1%
0.68%
-11.8%
Q3 2018$3,937,000
+1.4%
104,435
-1.3%
0.77%
-3.5%
Q2 2018$3,883,000
+6.6%
105,829
-0.2%
0.80%
+5.9%
Q1 2018$3,641,000
-5.5%
105,991
-1.8%
0.75%
-11.1%
Q4 2017$3,854,000
+3.7%
107,887
+0.5%
0.85%
-2.3%
Q3 2017$3,718,000
+9.3%
107,307
+4.7%
0.87%
-0.2%
Q2 2017$3,401,000
+7.6%
102,471
+4.6%
0.87%
+0.2%
Q1 2017$3,162,000
+1.2%
98,002
+6.9%
0.87%
-20.1%
Q4 2016$3,125,000
+10.1%
91,701
-1.5%
1.08%
+9.2%
Q3 2016$2,839,000
+5.6%
93,051
-0.7%
0.99%
+0.1%
Q2 2016$2,689,00093,7000.99%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 316,819$9,869,0000.93%
ACG Wealth 167,124$5,206,0000.80%
Intelligence Driven Advisers, LLC 39,895$1,243,0000.79%
Clearwater Capital Advisors, LLC 99,102$3,087,0000.68%
LVM CAPITAL MANAGEMENT LTD/MI 59,935$1,867,0000.49%
Starfire Investment Advisers, Inc. 49,598$1,544,0000.42%
Omega Financial Group, LLC 14,216$443,0000.39%
Denver PWM, LLC 13,096$454,0000.33%
CADENCE BANK NA 18,873$587,0000.26%
SIGNET FINANCIAL MANAGEMENT, LLC 25,775$803,0000.18%
View complete list of WISDOMTREE TR shareholders