Mutual 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 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$1,633,000
+44.8%
41,285
+12.3%
0.12%
+23.5%
Q3 2020$1,128,000
+1.5%
36,750
-0.7%
0.10%
-10.1%
Q2 2020$1,111,00037,0000.11%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 102,825$4,894,0003.32%
Private Wealth Strategies, L.L.C. 236,043$11,232,0002.59%
Joseph Group Capital Management 30,886$1,470,0001.41%
Venturi Wealth Management, LLC 214,148$10,193,0000.77%
Linscomb & Williams, Inc. 226,260$10,770,0000.51%
Truadvice, LLC 11,674$529,0000.50%
Collaborative Wealth Managment Inc. 12,969$617,0000.34%
Avant Capital LLC 5,585$266,0000.29%
XML Financial, LLC 50,380$2,398,0000.29%
LVM CAPITAL MANAGEMENT LTD/MI 40,898$1,947,0000.26%
View complete list of WISDOMTREE TR shareholders