Adams Chetwood Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 38 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Adams Chetwood Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$1,920,000
-5.6%
73,774
+3.0%
1.09%
-21.2%
Q4 2021$2,033,000
+20.9%
71,626
+19.5%
1.38%
+13.5%
Q3 2021$1,681,000
+27.6%
59,960
+36.6%
1.22%
+31.0%
Q2 2021$1,317,000
+85.5%
43,892
+83.7%
0.93%
+71.7%
Q1 2021$710,00023,8960.54%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders