Clearstead Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$306,912
+74.1%
4,834
+82.8%
0.01%
-18.2%
Q2 2023$176,250
+6.9%
2,6440.0%0.01%
-8.3%
Q1 2023$164,827
+3.3%
2,6440.0%0.01%
-7.7%
Q4 2022$159,592
+10.8%
2,644
-1.3%
0.01%0.0%
Q3 2022$144,000
-5.9%
2,6780.0%0.01%
+8.3%
Q2 2022$153,000
-10.5%
2,6780.0%0.01%0.0%
Q1 2022$171,000
-2.8%
2,6780.0%0.01%0.0%
Q4 2021$176,000
+11.4%
2,6780.0%0.01%0.0%
Q3 2021$158,000
-1.2%
2,6780.0%0.01%0.0%
Q2 2021$160,000
+4.6%
2,6780.0%0.01%
-7.7%
Q1 2021$153,000
+5.5%
2,6780.0%0.01%0.0%
Q4 2020$145,000
-74.4%
2,678
-76.6%
0.01%
-78.7%
Q3 2020$567,000
-56.4%
11,430
-60.0%
0.06%
-59.3%
Q2 2020$1,300,000
-9.8%
28,567
-22.9%
0.15%
-28.6%
Q1 2020$1,442,000
-16.9%
37,072
+3.5%
0.21%
-0.5%
Q4 2019$1,736,000
+35.1%
35,807
+25.7%
0.21%
+22.7%
Q3 2019$1,285,000
+16.1%
28,491
+12.3%
0.17%
+17.0%
Q2 2019$1,107,000
+15.7%
25,370
+14.1%
0.15%
+11.4%
Q1 2019$957,000
+1.5%
22,229
-9.6%
0.13%
-10.2%
Q4 2018$943,000
-47.1%
24,599
-38.9%
0.15%
-40.0%
Q3 2018$1,784,000
-50.4%
40,238
-54.1%
0.24%
-52.2%
Q2 2018$3,595,000
-2.4%
87,653
-4.0%
0.51%
-3.9%
Q1 2018$3,685,000
+95.4%
91,292
+100.5%
0.53%
+108.6%
Q4 2017$1,886,000
+40.3%
45,521
+29.3%
0.26%
+46.3%
Q3 2017$1,344,000
+13.3%
35,212
+9.2%
0.18%
+1.2%
Q2 2017$1,186,000
+13.8%
32,248
+9.8%
0.17%
+14.6%
Q1 2017$1,042,000
+188.6%
29,359
+170.5%
0.15%
+160.3%
Q4 2016$361,00010,8530.06%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders