Brinker Capital Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$241,000
+18.7%
4,032
+13.4%
0.00%0.0%
Q1 2021$203,000
-85.8%
3,556
-88.0%
0.00%
-93.8%
Q4 2019$1,434,000
+2.9%
29,594
-4.2%
0.05%0.0%
Q3 2019$1,393,000
+5.7%
30,890
+2.3%
0.05%
+17.1%
Q2 2019$1,318,000
-4.4%
30,199
-5.6%
0.04%
-6.8%
Q1 2019$1,378,000
+12.8%
32,003
+0.4%
0.04%
+2.3%
Q4 2018$1,222,000
+25.1%
31,871
+44.6%
0.04%
+43.3%
Q3 2018$977,000
-16.9%
22,040
-23.1%
0.03%
-21.1%
Q2 2018$1,175,000
+6.3%
28,653
+4.7%
0.04%
+5.6%
Q1 2018$1,105,000
-5.9%
27,377
-3.4%
0.04%
-7.7%
Q4 2017$1,174,000
+4.8%
28,349
-3.4%
0.04%
-2.5%
Q3 2017$1,120,000
-1.1%
29,337
-4.7%
0.04%
-7.0%
Q2 2017$1,132,000
+39.6%
30,778
+34.7%
0.04%
+30.3%
Q1 2017$811,000
-37.6%
22,849
-41.5%
0.03%
-40.0%
Q4 2016$1,300,000
-23.4%
39,079
-25.6%
0.06%
-22.5%
Q3 2016$1,697,000
-0.6%
52,546
-2.8%
0.07%
-2.7%
Q2 2016$1,707,000
+31.6%
54,049
+30.3%
0.07%
+30.4%
Q1 2016$1,297,000
+473.9%
41,482
+456.1%
0.06%
+460.0%
Q4 2015$226,000
+31.4%
7,460
+23.9%
0.01%
+42.9%
Q3 2015$172,000
+31.3%
6,020
+42.8%
0.01%
+40.0%
Q2 2015$131,000
+19.1%
4,215
+19.8%
0.01%
+25.0%
Q1 2015$110,0003,5170.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders