Professional Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 41 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Professional Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$721,747
+2.9%
32,351
+5.1%
0.33%
-9.7%
Q2 2023$701,178
-18.3%
30,780
-6.7%
0.36%
-28.6%
Q1 2023$857,977
+40.5%
32,974
+14.7%
0.51%
+22.8%
Q4 2022$610,733
+28.6%
28,740
+15.9%
0.41%
+41.0%
Q3 2022$475,000
-14.4%
24,795
-0.9%
0.29%
-5.5%
Q2 2022$555,000
-35.3%
25,018
-24.1%
0.31%
-16.2%
Q1 2022$858,000
-3.1%
32,974
+5.7%
0.37%
-3.4%
Q4 2021$885,000
+6.4%
31,185
+5.0%
0.38%
-19.5%
Q3 2021$832,000
-2.7%
29,686
+4.6%
0.48%
+1.1%
Q2 2021$855,000
+11.0%
28,385
+9.6%
0.47%
-1.5%
Q1 2021$770,000
+2861.5%
25,895
+2723.9%
0.48%
+2290.0%
Q4 2020$26,0009170.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Carroll Financial Associates, Inc. 1,820$45,0000.01%
NEXT Financial Group, Inc 1,500$39,0000.01%
LPL Financial LLC 19,006$481,0000.00%
Ground Swell Capital, LLC 28$1,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 33,000$849,0000.00%
MORGAN STANLEY 77,765$2,000,0000.00%
Tower Research Capital LLC (TRC) 200$5,0000.00%
MSI Financial Services Inc 355$9,0000.00%
ROYAL BANK OF CANADA 30,287$779,0000.00%
BANK OF AMERICA CORP /DE/ 15,999$411,0000.00%
View complete list of WISDOMTREE TR shareholders