ADVISORSHARES TR's ticker is DWMC and the CUSIP is 00768Y537. A total of 2 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286 | -0.7% | 8,866 | -2.6% | 0.00% | 0.0% |
| Q1 2023 | $288 | -2.7% | 9,106 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $296 | -99.9% | 9,064 | +1.0% | 0.00% | -50.0% |
| Q3 2022 | $257,000 | -5.2% | 8,976 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $271,000 | -24.7% | 9,053 | -8.5% | 0.00% | 0.0% |
| Q1 2022 | $360,000 | -16.5% | 9,895 | -10.4% | 0.00% | -33.3% |
| Q4 2021 | $431,000 | +2.9% | 11,045 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $419,000 | -5.2% | 11,159 | -4.3% | 0.00% | 0.0% |
| Q2 2021 | $442,000 | +9.1% | 11,659 | -1.7% | 0.00% | -25.0% |
| Q1 2021 | $405,000 | +14.7% | 11,859 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $353,000 | +31.7% | 12,180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $268,000 | – | 12,180 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 74,856 | $2,836,000 | 1.06% |
| Cambridge Investment Research Advisors, Inc. | 19,405 | $735,000 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 11,659 | $442,000 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35,700 | $1,352,000 | 0.00% |
| UBS Group AG | 393 | $15,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 12,501 | $474,000 | 0.00% |
| First Horizon Advisors, Inc. | 85 | $3,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 1,198 | $45,000 | 0.00% |