YorkBridge Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 55 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$171,000
-11.4%
4,816
-13.5%
0.08%
-14.6%
Q1 2019$193,000
+11.6%
5,5660.0%0.09%
-3.3%
Q4 2018$173,000
-25.8%
5,566
-11.2%
0.09%
-14.0%
Q3 2018$233,000
+6.4%
6,266
+5.0%
0.11%
+11.5%
Q2 2018$219,000
+6.3%
5,9660.0%0.10%
+1.1%
Q1 2018$206,000
-18.9%
5,966
-20.6%
0.10%
-22.8%
Q4 2017$254,000
-31.0%
7,511
-29.6%
0.12%
-35.6%
Q3 2017$368,000
+16.1%
10,663
+12.7%
0.19%
+13.7%
Q2 2017$317,000
+0.6%
9,463
+1.2%
0.17%
+1.8%
Q1 2017$315,0009,3530.16%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 460,845$20,575,0005.08%
Adams Chetwood Wealth Management LLC 103,457$4,616,0002.62%
Joseph Group Capital Management 30,201$1,348,0001.36%
Venturi Wealth Management, LLC 233,218$10,406,0000.80%
Linscomb Wealth, Inc. 217,375$9,699,0000.46%
Avant Capital LLC 5,476$244,0000.27%
XML Financial, LLC 51,346$2,291,0000.27%
Truadvice, LLC 11,193$470,0000.26%
LVM CAPITAL MANAGEMENT LTD/MI 43,073$1,922,0000.25%
SIGNET FINANCIAL MANAGEMENT, LLC 23,095$1,031,0000.17%
View complete list of WISDOMTREE TR shareholders