9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$263,616
-2.9%
6,4000.0%0.05%0.0%
Q2 2023$271,552
+2.1%
6,4000.0%0.05%
-5.6%
Q1 2023$266,048
+3.4%
6,4000.0%0.05%
-3.6%
Q4 2022$257,344
+11.9%
6,4000.0%0.06%
-5.1%
Q3 2022$230,000
-9.4%
6,4000.0%0.06%
-9.2%
Q2 2022$254,000
-11.2%
6,4000.0%0.06%
-1.5%
Q1 2022$286,000
-6.2%
6,4000.0%0.07%
-5.7%
Q4 2021$305,000
+7.4%
6,4000.0%0.07%
-7.9%
Q3 2021$284,000
-4.4%
6,4000.0%0.08%
-5.0%
Q2 2021$297,000
+0.7%
6,4000.0%0.08%
-10.1%
Q1 2021$295,000
+16.6%
6,4000.0%0.09%
+8.5%
Q4 2020$253,000
+24.6%
6,4000.0%0.08%
+6.5%
Q3 2020$203,000
-15.8%
6,4000.0%0.08%
-12.5%
Q4 2019$241,0006,4000.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 489,839$19,696,2585.26%
Joseph Group Capital Management 29,324$1,179,0001.12%
KLR INVESTMENT ADVISORS, LLC 32,971$1,325,7541.09%
Collaborative Wealth Managment Inc. 24,099$969,0210.64%
LVM CAPITAL MANAGEMENT LTD/MI 71,776$2,8860.42%
Linscomb & Williams, Inc. 190,997$7,680,0060.39%
XML Financial, LLC 59,972$2,411,4740.30%
CERTUITY, LLC 44,617$1,794,0440.28%
Avant Capital LLC 5,246$210,9580.26%
Truadvice, LLC 10,472$456,5200.24%
View complete list of WISDOMTREE TR shareholders