9258 Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 75 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$301,504
-5.1%
6,4000.0%0.05%
-6.1%
Q1 2024$317,696
+4.6%
6,4000.0%0.05%
-7.5%
Q4 2023$303,616
+15.2%
6,4000.0%0.05%
+3.9%
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 Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 495,994$20,618,2865.22%
KLR INVESTMENT ADVISORS, LLC 34,417$1,430,8021.26%
Joseph Group Capital Management 28,478$1,183,8301.04%
Collaborative Wealth Managment Inc. 28,151$1,170,2370.74%
LVM CAPITAL MANAGEMENT LTD/MI 86,696$3,6040.50%
Linscomb Wealth, Inc. 187,001$7,773,6300.41%
XML Financial, LLC 67,654$2,812,3770.34%
CERTUITY, LLC 47,611$1,979,1870.29%
Avant Capital LLC 5,261$218,7130.25%
Truadvice, LLC 10,814$438,5080.17%
View complete list of WISDOMTREE TR shareholders