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. 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