SILVERCREST ASSET MANAGEMENT GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$380,559
-4.8%
5,9940.0%0.00%0.0%
Q2 2023$399,560
+6.9%
5,9940.0%0.00%0.0%
Q1 2023$373,666
+3.3%
5,9940.0%0.00%0.0%
Q4 2022$361,798
+12.0%
5,9940.0%0.00%0.0%
Q3 2022$323,000
-6.1%
5,9940.0%0.00%0.0%
Q2 2022$344,000
-9.9%
5,9940.0%0.00%
+50.0%
Q1 2022$382,000
-3.3%
5,9940.0%0.00%
-33.3%
Q4 2021$395,000
+17.9%
5,994
+5.3%
0.00%
+50.0%
Q3 2021$335,000
-1.5%
5,6940.0%0.00%0.0%
Q2 2021$340,000
+4.3%
5,6940.0%0.00%0.0%
Q1 2021$326,000
+6.2%
5,6940.0%0.00%0.0%
Q4 2020$307,000
+8.9%
5,6940.0%0.00%0.0%
Q3 2020$282,000
-27.3%
5,694
-33.3%
0.00%
-33.3%
Q2 2020$388,000
-73.5%
8,533
-77.4%
0.00%
-81.2%
Q1 2020$1,466,000
-12.2%
37,686
+9.4%
0.02%
+23.1%
Q4 2019$1,670,000
+7.5%
34,449
+0.0%
0.01%0.0%
Q3 2019$1,553,000
+24.9%
34,433
+20.9%
0.01%
+8.3%
Q2 2019$1,243,000
+4.4%
28,484
+3.0%
0.01%0.0%
Q1 2019$1,191,000
+1.3%
27,655
-9.9%
0.01%
-7.7%
Q4 2018$1,176,000
-3.8%
30,686
+11.2%
0.01%
+18.2%
Q3 2018$1,223,000
+27.5%
27,589
+18.0%
0.01%
+22.2%
Q2 2018$959,000
+2.6%
23,387
+0.9%
0.01%0.0%
Q1 2018$935,00023,1730.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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