CREATIVE FINANCIAL DESIGNS INC /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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$73,151
+19.4%
1,776
+23.0%
0.01%
+28.6%
Q2 2023$61,248
+117.3%
1,444
+113.0%
0.01%
+75.0%
Q1 2023$28,184
+2.5%
678
-0.9%
0.00%0.0%
Q4 2022$27,504
+1.9%
684
-9.5%
0.00%0.0%
Q3 2022$27,000
-12.9%
756
-4.5%
0.00%
-20.0%
Q2 2022$31,000
-8.8%
792
+5.0%
0.01%0.0%
Q1 2022$34,000
+6.2%
754
+13.9%
0.01%0.0%
Q4 2021$32,000
+3.2%
662
-4.9%
0.01%0.0%
Q3 2021$31,000
+63.2%
696
+67.3%
0.01%
+66.7%
Q2 2021$19,0004160.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 516,202$21,262,3575.31%
Team Financial Group, LLC 153,130$6,307,4085.21%
KLR INVESTMENT ADVISORS, LLC 34,393$1,429,8041.30%
Hennion & Walsh Asset Management, Inc. 474,056$19,526,3671.24%
Joseph Group Capital Management 30,302$1,248,1390.90%
Collaborative Wealth Managment Inc. 29,248$1,204,7250.72%
Colonial River Wealth Management, LLC 23,845$982,1910.64%
LVM CAPITAL MANAGEMENT LTD/MI 98,555$4,0590.57%
XML Financial, LLC 88,167$3,631,5980.44%
Linscomb & Williams, Inc. 155,713$6,413,8290.38%
View complete list of WISDOMTREE TR shareholders