Roof Eidam Maycock Peralta, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
Roof Eidam Maycock Peralta, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,877,715
-2.9%
61,076
+1.9%
1.28%
-4.6%
Q2 2023$3,994,867
+72.5%
59,929
+61.3%
1.34%
+57.0%
Q1 2023$2,315,993
+16.0%
37,151
+12.4%
0.85%
+20.5%
Q4 2022$1,995,86433,0660.71%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,283,107$485,491,90033.88%
Lauer Wealth, LLC 258,723$17,559,54918.15%
Choice Wealth Advisors, LLC 341,740$22,780,35715.50%
Prestige Wealth Management Group LLC 785,967$52,392,57812.41%
Spinnaker Investment Group, LLC 559,854$37,402,66812.32%
Astoria Portfolio Advisors LLC. 436,694$29,241,02811.32%
Private Wealth Strategies, L.L.C. 691,653$46,105,56811.08%
PALO ALTO WEALTH ADVISORS, LLC 206,434$13,760,89010.98%
Aspire Capital Advisors LLC 329,876$21,989,52310.68%
CONTINUUM WEALTH ADVISORS, LLC 211,833$14,120,78810.00%
View complete list of WISDOMTREE TR shareholders