Truadvice, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Truadvice, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$939,025
+115.7%
23,289
+134.2%
0.37%
+130.0%
Q2 2023$435,336
-0.7%
9,946
-8.0%
0.16%
-8.0%
Q1 2023$438,508
-3.9%
10,814
+3.3%
0.17%
-27.5%
Q4 2022$456,520
+1.9%
10,472
-4.3%
0.24%
-4.4%
Q3 2022$448,000
-5.5%
10,937
-2.0%
0.25%0.0%
Q2 2022$474,000
+0.9%
11,163
-0.3%
0.25%
-4.2%
Q1 2022$470,000
-11.2%
11,193
-4.1%
0.26%
-47.2%
Q4 2021$529,000
-3.8%
11,674
+2.8%
0.50%
-1.6%
Q3 2021$550,000
-62.3%
11,360
-65.0%
0.50%
+58.5%
Q2 2021$1,457,000
+5.0%
32,491
+10.1%
0.32%
-22.6%
Q1 2021$1,388,000
+3.4%
29,507
-9.0%
0.41%
+0.5%
Q4 2020$1,342,000
+7.2%
32,440
-14.7%
0.41%
-20.1%
Q3 2020$1,252,00038,0520.51%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 316,819$9,869,0000.93%
ACG Wealth 167,124$5,206,0000.80%
Intelligence Driven Advisers, LLC 39,895$1,243,0000.79%
Clearwater Capital Advisors, LLC 99,102$3,087,0000.68%
LVM CAPITAL MANAGEMENT LTD/MI 59,935$1,867,0000.49%
Starfire Investment Advisers, Inc. 49,598$1,544,0000.42%
Omega Financial Group, LLC 14,216$443,0000.39%
Denver PWM, LLC 13,096$454,0000.33%
CADENCE BANK NA 18,873$587,0000.26%
SIGNET FINANCIAL MANAGEMENT, LLC 25,775$803,0000.18%
View complete list of WISDOMTREE TR shareholders