ASSETMARK, INC - 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
ASSETMARK, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$11,301
-75.2%
178
-73.9%
0.00%
Q2 2023$45,529
+677.6%
683
+604.1%
0.00%
Q4 2022$5,85597
+9600.0%
0.00%
Q3 2022$010.0%0.00%
Q2 2022$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q1 2022$167,000
+16600.0%
2,628
+23790.9%
0.00%
Q4 2021$1,000
-50.0%
11
-81.7%
0.00%
Q1 2016$2,000600.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,839$344,315,00023.47%
Choice Wealth Advisors, LLC 358,468$19,325,00016.16%
Prestige Wealth Management Group LLC 897,610$48,390,00013.60%
Aspire Capital Advisors LLC 281,053$15,152,00012.01%
Spinnaker Investment Group, LLC 523,898$28,269,00011.07%
Legacy Wealth Planning, LLC 123,570$6,662,00011.02%
Private Wealth Strategies, L.L.C. 676,405$36,473,00010.64%
KB FINANCIAL PARTNERS, LLC 535,124$28,849,00010.32%
WADDELL & ASSOCIATES, LLC 896,528$48,332,0009.35%
Clearwater Capital Advisors, LLC 1,168,849$63,013,0008.70%
View complete list of WISDOMTREE TR shareholders