GUARDIAN WEALTH ADVISORS, LLC / NC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,908
-2.9%
1920.0%0.00%0.0%
Q2 2023$8,147
+2.1%
1920.0%0.00%0.0%
Q1 2023$7,981
+3.4%
1920.0%0.00%0.0%
Q4 2022$7,720
+10.3%
1920.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1920.0%0.00%0.0%
Q2 2022$8,0001920.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 102,825$4,894,0003.32%
Private Wealth Strategies, L.L.C. 236,043$11,232,0002.59%
Joseph Group Capital Management 30,886$1,470,0001.41%
Venturi Wealth Management, LLC 214,148$10,193,0000.77%
Linscomb & Williams, Inc. 226,260$10,770,0000.51%
Truadvice, LLC 11,674$529,0000.50%
Collaborative Wealth Managment Inc. 12,969$617,0000.34%
Avant Capital LLC 5,585$266,0000.29%
XML Financial, LLC 50,380$2,398,0000.29%
LVM CAPITAL MANAGEMENT LTD/MI 40,898$1,947,0000.26%
View complete list of WISDOMTREE TR shareholders