Leicht Financial Planning & Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Leicht Financial Planning & Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$3,738,000
-11.4%
65,218
-1.5%
2.53%
+0.8%
Q1 2022$4,217,000
-6.4%
66,235
-3.1%
2.51%
-2.3%
Q4 2021$4,503,000
+13.2%
68,371
+3.3%
2.57%
+7.6%
Q3 2021$3,977,000
-0.7%
66,173
+0.5%
2.39%
-1.8%
Q2 2021$4,006,000
+9.8%
65,873
+3.2%
2.43%
+3.0%
Q1 2021$3,650,000
+18.9%
63,820
+11.5%
2.36%
+13.6%
Q4 2020$3,069,000
+25.5%
57,253
+15.0%
2.08%
+14.6%
Q3 2020$2,445,000
-56.4%
49,778
-59.6%
1.82%
-59.2%
Q2 2020$5,603,000123,1634.45%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders