Adams Chetwood Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 83 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$4,616,000
-5.7%
103,457
+0.6%
2.62%
-21.3%
Q4 2021$4,894,000
+8.0%
102,825
+0.7%
3.32%
+1.4%
Q3 2021$4,530,000
-5.1%
102,107
-0.6%
3.28%
-2.6%
Q2 2021$4,775,000
+3.3%
102,757
+2.4%
3.37%
-4.4%
Q1 2021$4,622,000
+19.3%
100,384
+2.5%
3.52%
+9.6%
Q4 2020$3,875,000
+38.0%
97,980
+7.1%
3.21%
+18.9%
Q3 2020$2,808,000
+6.8%
91,446
+4.5%
2.70%
+1.1%
Q2 2020$2,629,000
+11.2%
87,547
+3.5%
2.67%
-3.4%
Q1 2020$2,364,000
-15.5%
84,573
+14.0%
2.77%
-3.4%
Q4 2019$2,798,00074,1902.86%
Other shareholders
WISDOMTREE TR shareholders Q2 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