TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$23,0000.0%5000.0%0.01%
-7.1%
Q1 2021$23,000
+15.0%
5000.0%0.01%
+7.7%
Q4 2020$20,000
+33.3%
5000.0%0.01%
+8.3%
Q3 2020$15,000
-81.9%
500
-82.0%
0.01%
-82.1%
Q2 2020$83,000
+18.6%
2,7750.0%0.07%
-6.9%
Q1 2020$70,000
-33.3%
2,7750.0%0.07%
-15.3%
Q4 2019$105,0002,7750.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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