Private Wealth Strategies, L.L.C. - 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
Private Wealth Strategies, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$21,262,357
-1.5%
516,202
+1.5%
5.31%
+2.3%
Q2 2023$21,579,179
+4.7%
508,583
+2.5%
5.19%
-0.7%
Q1 2023$20,618,286
+4.7%
495,994
+1.3%
5.22%
-0.7%
Q4 2022$19,696,258
+15.3%
489,839
+3.0%
5.26%
+5.4%
Q3 2022$17,085,000
-8.6%
475,635
+0.9%
4.99%
-4.2%
Q2 2022$18,693,000
-9.1%
471,320
+2.3%
5.21%
+2.6%
Q1 2022$20,575,000
+83.2%
460,845
+95.2%
5.08%
+96.1%
Q4 2021$11,232,000
+12.0%
236,043
+4.5%
2.59%
+3.1%
Q3 2021$10,025,000
+0.9%
225,938
+5.6%
2.51%
-2.0%
Q2 2021$9,939,000
+4.1%
213,878
+3.1%
2.56%
-3.0%
Q1 2021$9,545,000
+35.6%
207,531
+16.6%
2.64%
+24.0%
Q4 2020$7,039,000
+41.9%
177,966
+10.1%
2.13%
+22.5%
Q3 2020$4,961,000
+19.7%
161,686
+17.2%
1.74%
-5.3%
Q2 2020$4,145,000138,0101.84%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 326,498$11,323,0000.95%
Intelligence Driven Advisers, LLC 44,503$1,543,0000.84%
Cardan Capital Partners, LLC 149,675$5,191,0000.84%
ACG Wealth 162,528$5,636,0000.76%
Clearwater Capital Advisors, LLC 78,494$2,722,0000.51%
LVM CAPITAL MANAGEMENT LTD/MI 62,385$2,163,0000.50%
Starfire Investment Advisers, Inc. 24,089$835,0000.38%
Omega Financial Group, LLC 14,002$486,0000.36%
Denver PWM, LLC 13,842$497,0000.32%
CADENCE BANK NA 21,000$728,0000.28%
View complete list of WISDOMTREE TR shareholders