AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 52 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$215,247
+4.5%
5,353
-6.5%
0.00%0.0%
Q3 2022$206,000
-86.4%
5,726
-85.1%
0.00%
-83.3%
Q2 2022$1,520,000
+119.3%
38,304
+146.7%
0.01%
+140.0%
Q1 2022$693,000
-36.6%
15,529
-34.0%
0.01%
-50.0%
Q2 2021$1,093,000
+330.3%
23,523
+178.2%
0.01%
+150.0%
Q2 2020$254,000
+18.1%
8,456
-1.0%
0.00%
-20.0%
Q1 2020$215,000
-23.8%
8,541
+14.0%
0.01%
-16.7%
Q4 2019$282,000
+30.6%
7,489
+23.5%
0.01%0.0%
Q3 2019$216,0006,0620.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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