DB Wealth Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 18 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$15,677
-44.1%
337
-43.7%
0.01%
-41.2%
Q2 2023$28,064
-0.7%
5990.0%0.02%
-5.6%
Q1 2023$28,258
+2.6%
599
+1.7%
0.02%0.0%
Q4 2022$27,532
-75.4%
589
-75.6%
0.02%
-77.5%
Q3 2022$112,000
-2.6%
2,4130.0%0.08%
+2.6%
Q2 2022$115,000
-37.8%
2,413
-36.5%
0.08%
-30.4%
Q1 2022$185,000
-3.6%
3,8000.0%0.11%
-1.8%
Q4 2021$192,000
-18.6%
3,800
-17.3%
0.11%
-25.0%
Q3 2021$236,000
-17.2%
4,596
-16.9%
0.15%
-16.5%
Q2 2021$285,000
+0.4%
5,5290.0%0.18%
-6.7%
Q1 2021$284,000
-19.5%
5,529
-18.8%
0.20%
-25.0%
Q4 2020$353,0006,8130.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 114,248$5,783,0001.33%
MONECO Advisors, LLC 31,264$1,559,0000.59%
DB Wealth Management Group, LLC 3,800$192,0000.11%
Patriot Financial Group Insurance Agency, LLC 7,715$390,0000.06%
NewSquare Capital LLC 6,310$319,0000.03%
Private Advisor Group, LLC 56,143$2,841,0000.02%
RFG Advisory, LLC 5,797$293,0000.02%
Covestor Ltd 199$10,0000.01%
Professional Financial Advisors, LLC 407$21,0000.01%
Newbridge Financial Services Group, Inc. 295$15,0000.01%
View complete list of WISDOMTREE TR shareholders