Laurel Wealth Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$115,425
-4.8%
1,8180.0%0.02%0.0%
Q2 2023$121,188
+6.9%
1,8180.0%0.02%0.0%
Q1 2023$113,335
+3.3%
1,8180.0%0.02%
-4.0%
Q4 2022$109,735
+12.0%
1,8180.0%0.02%
+4.2%
Q3 2022$98,000
-5.8%
1,8180.0%0.02%
-4.0%
Q2 2022$104,000
-10.3%
1,8180.0%0.02%
+4.2%
Q1 2022$116,000
-3.3%
1,8180.0%0.02%
-4.0%
Q4 2021$120,000
+12.1%
1,8180.0%0.02%
+4.2%
Q3 2021$107,000
-0.9%
1,8180.0%0.02%
+4.3%
Q2 2021$108,000
+3.8%
1,8180.0%0.02%
-8.0%
Q1 2021$104,000
+6.1%
1,8180.0%0.02%0.0%
Q4 2020$98,000
+8.9%
1,8180.0%0.02%
-7.4%
Q3 2020$90,000
+8.4%
1,8180.0%0.03%0.0%
Q2 2020$83,000
+16.9%
1,8180.0%0.03%0.0%
Q1 2020$71,000
-19.3%
1,8180.0%0.03%
-3.6%
Q4 2019$88,000
+7.3%
1,8180.0%0.03%0.0%
Q3 2019$82,000
+215.4%
1,818
+209.7%
0.03%
+211.1%
Q2 2019$26,0005870.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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