Arkadios Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$28,000
-3.4%
637
+0.6%
0.00%0.0%
Q2 2021$29,0000.0%633
+0.5%
0.00%
-20.0%
Q1 2021$29,000
+20.8%
630
+0.6%
0.01%0.0%
Q4 2020$24,000
-99.8%
626
+51.6%
0.01%
-28.6%
Q1 2020$10,380,000
-32.5%
413
+0.2%
0.01%
-22.2%
Q4 2019$15,376,0004120.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 475,635$17,085,0004.99%
Joseph Group Capital Management 30,799$1,107,0001.21%
Venturi Wealth Management, LLC 241,547$8,683,0000.83%
Collaborative Wealth Managment Inc. 20,468$736,0000.52%
Linscomb Wealth, Inc. 196,108$7,050,0000.43%
CERTUITY, LLC 50,422$1,813,0000.42%
LVM CAPITAL MANAGEMENT LTD/MI 64,426$2,316,0000.35%
XML Financial, LLC 58,891$2,117,0000.29%
Truadvice, LLC 10,937$448,0000.25%
My Legacy Advisors, LLC 12,073$450,0000.23%
View complete list of WISDOMTREE TR shareholders