BOSTON FINANCIAL MANGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 134 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$57,905,404
-1.5%
741,901
-3.9%
1.84%
-1.5%
Q1 2024$58,795,694
+10.6%
771,698
+2.0%
1.87%
+4.0%
Q4 2023$53,180,822
+11.2%
756,699
+0.5%
1.80%
+0.6%
Q3 2023$47,815,148
-4.4%
753,113
+0.4%
1.79%
-1.2%
Q2 2023$50,011,199
+3.6%
750,243
-3.1%
1.81%
-4.1%
Q1 2023$48,254,203
+2.2%
774,049
-1.0%
1.89%
-0.5%
Q4 2022$47,214,299
+28.8%
782,212
+15.0%
1.90%
+19.2%
Q3 2022$36,666,000
+3.1%
680,137
+9.6%
1.59%
+3.8%
Q2 2022$35,558,000
-4.6%
620,445
+6.0%
1.53%
+8.3%
Q1 2022$37,267,000
+6.1%
585,319
+9.7%
1.42%
+10.7%
Q4 2021$35,130,000
+7.9%
533,398
-3.6%
1.28%
-3.6%
Q3 2021$32,565,000
-11.8%
553,444
-10.5%
1.33%
-11.1%
Q2 2021$36,902,000
+0.7%
618,430
-3.5%
1.49%
-7.4%
Q1 2021$36,646,000
+2.6%
640,779
-3.2%
1.61%
-0.7%
Q4 2020$35,712,000
+7.2%
661,823
-1.5%
1.62%
+0.1%
Q3 2020$33,299,000
+4.9%
671,761
-3.8%
1.62%
-5.2%
Q2 2020$31,750,000
+14.9%
697,966
-1.7%
1.71%
-3.8%
Q1 2020$27,630,000
-30.0%
710,112
-12.8%
1.78%
-17.9%
Q4 2019$39,472,000
+5.6%
814,352
-1.8%
2.16%
+1.7%
Q3 2019$37,384,000
+2.1%
829,106
-1.2%
2.13%
+0.4%
Q2 2019$36,618,000
+0.8%
838,895
-0.6%
2.12%
-4.2%
Q1 2019$36,343,000
+7.5%
843,998
-4.3%
2.21%
-5.6%
Q4 2018$33,794,000
-2.0%
881,654
+13.4%
2.34%
+15.0%
Q3 2018$34,467,000
+10.0%
777,499
+1.8%
2.04%
-3.9%
Q2 2018$31,331,000
-4.2%
763,978
-5.7%
2.12%
-5.2%
Q1 2018$32,701,000
-5.5%
810,241
-3.0%
2.23%
-3.5%
Q4 2017$34,598,000
+31.2%
835,107
+20.9%
2.32%
+23.5%
Q3 2017$26,361,000
+0.7%
690,790
-3.0%
1.87%
-0.4%
Q2 2017$26,181,000
+1.9%
711,832
-1.7%
1.88%
-1.7%
Q1 2017$25,703,000
-10.6%
724,442
-16.1%
1.91%
-15.6%
Q4 2016$28,742,000
+280.0%
863,889
+268.8%
2.27%
+267.6%
Q3 2016$7,564,000
+39.0%
234,250
+35.9%
0.62%
+39.3%
Q2 2016$5,442,000172,3110.44%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,102,602$554,358,05442.10%
Team Financial Group, LLC 333,549$26,033,53816.73%
IAM Advisory, LLC 772,359$60,282,60816.34%
Choice Wealth Advisors, LLC 333,082$25,997,04213.79%
Fiduciary Planning LLC 483,617$37,746,30013.51%
Spinnaker Investment Group, LLC 569,993$44,487,94212.26%
Prestige Wealth Management Group LLC 671,769$52,431,57011.32%
Private Wealth Strategies, L.L.C. 722,050$56,355,99711.31%
PALO ALTO WEALTH ADVISORS, LLC 205,530$16,041,64011.09%
Boyce & Associates Wealth Consulting, Inc. 120,233$9,384,15011.02%
View complete list of WISDOMTREE TR shareholders