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 ↓
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