West Oak Capital, 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
West Oak Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8
-99.9%
130
-31.6%
0.00%
-33.3%
Q2 2023$12,665
+6.9%
1900.0%0.01%0.0%
Q1 2023$11,845
+107581.8%
1900.0%0.01%0.0%
Q4 2022$11
-99.9%
1900.0%0.01%
+20.0%
Q3 2022$10,000
-9.1%
1900.0%0.01%
-16.7%
Q2 2022$11,000
-8.3%
1900.0%0.01%
+20.0%
Q1 2022$12,000
-7.7%
1900.0%0.01%0.0%
Q4 2021$13,000
+18.2%
1900.0%0.01%
+25.0%
Q3 2021$11,0000.0%1900.0%0.00%0.0%
Q2 2021$11,0000.0%1900.0%0.00%
-20.0%
Q1 2021$11,000
+120.0%
190
+90.0%
0.01%
+150.0%
Q4 2020$5,0000.0%1000.0%0.00%
-33.3%
Q3 2020$5,0000.0%1000.0%0.00%0.0%
Q2 2020$5,000
+25.0%
1000.0%0.00%0.0%
Q1 2020$4,000
-20.0%
1000.0%0.00%0.0%
Q4 2019$5,0001000.00%
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