Avantax Planning Partners, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$320,625
-4.8%
5,0500.0%0.01%0.0%
Q2 2023$336,633
+6.9%
5,0500.0%0.01%0.0%
Q1 2023$314,817
+3.3%
5,0500.0%0.01%
+8.3%
Q4 2022$304,8185,0500.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 684,554$40,279,00015.99%
Prestige Wealth Management Group LLC 797,876$46,947,00012.02%
Private Wealth Strategies, L.L.C. 692,172$40,716,00010.20%
Legacy Wealth Planning, LLC 141,835$8,346,0009.35%
KB FINANCIAL PARTNERS, LLC 395,963$23,298,0008.53%
Clearwater Capital Advisors, LLC 1,166,158$68,617,0007.95%
TAIYO LIFE INSURANCE CO 850,000$50,014,0007.89%
JD Financial Services Inc. 104,678$6,159,0005.62%
EisnerAmper Wealth Management Corporate Benefits, LLC 182,640$10,747,0005.41%
RVW Wealth, LLC 592,622$35,000,0004.21%
View complete list of WISDOMTREE TR shareholders