Glen Eagle Advisors, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 75 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Glen Eagle Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$9,452
-4.8%
201
+0.5%
0.00%0.0%
Q1 2024$9,928
+4.6%
2000.0%0.00%0.0%
Q4 2023$9,488
+15.2%
2000.0%0.00%0.0%
Q3 2023$8,238
-2.9%
2000.0%0.00%0.0%
Q2 2023$8,486
+2.1%
2000.0%0.00%0.0%
Q1 2023$8,314
+3.4%
2000.0%0.00%0.0%
Q4 2022$8,042
+11.8%
2000.0%0.00%0.0%
Q3 2022$7,190
-9.4%
2000.0%0.00%0.0%
Q2 2022$7,938
-11.0%
2000.0%0.00%0.0%
Q1 2022$8,924
-6.3%
2000.0%0.00%0.0%
Q4 2021$9,520
+7.3%
2000.0%0.00%
-33.3%
Q3 2021$8,874
-4.5%
2000.0%0.00%0.0%
Q2 2021$9,294
+0.9%
2000.0%0.00%0.0%
Q1 2021$9,208
+16.4%
2000.0%0.00%0.0%
Q4 2020$7,910
+28.8%
2000.0%0.00%0.0%
Q3 2020$6,141
-11.5%
200
-13.4%
0.00%
-25.0%
Q2 2020$6,937
+38.0%
231
+15.5%
0.00%0.0%
Q1 2020$5,026
-33.4%
2000.0%0.00%0.0%
Q4 2019$7,542
-31.8%
200
-35.7%
0.00%
-42.9%
Q3 2019$11,065
+0.1%
3110.0%0.01%
-12.5%
Q2 2019$11,050
+2.5%
3110.0%0.01%0.0%
Q1 2019$10,785
+11.3%
3110.0%0.01%0.0%
Q4 2018$9,688–311–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 102,107$4,530,0003.28%
Private Wealth Strategies, L.L.C. 225,938$10,025,0002.51%
Linscomb Wealth, Inc. 248,054$11,006,0000.57%
Truadvice, LLC 11,360$550,0000.50%
XML Financial, LLC 48,340$2,145,0000.29%
LVM CAPITAL MANAGEMENT LTD/MI 42,350$1,879,0000.28%
SIGNET FINANCIAL MANAGEMENT, LLC 23,544$1,045,0000.18%
Princeton Global Asset Management LLC 13,343$592,0000.18%
CADENCE BANK NA 7,609$337,0000.10%
CAPITAL MANAGEMENT CORP /VA 9,000$399,0000.09%
View complete list of WISDOMTREE TR shareholders