Adams Chetwood Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 32 filers reported holding WISDOMTREE TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 742,633$14,288,0004.25%
One Capital Management, LLC 376,092$7,236,0001.23%
Intelligence Driven Advisers, LLC 42,524$818,0000.38%
Brinker Capital Investments, LLC 185,500$3,569,0000.16%
CAPITAL MANAGEMENT CORP /VA 19,920$383,0000.14%
Capital Advisors, Ltd. LLC 17,730$341,0000.11%
KMG FIDUCIARY PARTNERS, LLC 12,892$248,0000.08%
FinTrust Capital Advisors, LLC 4,205$81,0000.04%
AdvisorNet Financial, Inc 21,916$422,0000.04%
Capital Analysts, LLC 10,300$198,0000.02%
View complete list of WISDOMTREE TR shareholders