LPL Financial 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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$481,126,050
+7.0%
7,577,982
+12.4%
0.34%
+5.0%
Q2 2023$449,508,880
+27.6%
6,743,308
+19.3%
0.32%
+17.2%
Q1 2023$352,347,410
+12.4%
5,652,028
+8.8%
0.27%
+1.9%
Q4 2022$313,578,980
+65.2%
5,195,146
+47.6%
0.27%
+47.0%
Q3 2022$189,806,000
+5.2%
3,520,799
+11.9%
0.18%
+7.0%
Q2 2022$180,361,000
-4.0%
3,147,107
+6.7%
0.17%
+6.2%
Q1 2022$187,784,000
+3.0%
2,949,327
+6.6%
0.16%
+5.2%
Q4 2021$182,263,000
+17.2%
2,767,429
+4.7%
0.15%
+4.8%
Q3 2021$155,479,000
+0.3%
2,642,410
+1.7%
0.15%
-7.0%
Q2 2021$155,049,000
+1.6%
2,598,441
-2.6%
0.16%
-10.3%
Q1 2021$152,578,000
-7.2%
2,667,915
-12.5%
0.18%
-17.8%
Q4 2020$164,441,000
+31.7%
3,047,463
+21.0%
0.21%
+9.2%
Q3 2020$124,851,000
+19.4%
2,518,674
+9.5%
0.20%
+7.1%
Q2 2020$104,600,000
+45.6%
2,299,398
+24.6%
0.18%
+17.4%
Q1 2020$71,831,000
+17.5%
1,846,077
+46.3%
0.16%
+39.6%
Q4 2019$61,141,000
+25.6%
1,261,413
+16.8%
0.11%
+12.1%
Q3 2019$48,676,000
+19.1%
1,079,525
+15.3%
0.10%
+13.8%
Q2 2019$40,861,000
+15.9%
936,116
+14.3%
0.09%
+8.8%
Q1 2019$35,257,000
+2.6%
818,794
-8.6%
0.08%
-12.1%
Q4 2018$34,347,000
-14.6%
896,088
-1.2%
0.09%
-5.2%
Q3 2018$40,199,000
+22.2%
906,821
+13.0%
0.10%
+11.6%
Q2 2018$32,904,000
-14.2%
802,332
-15.6%
0.09%
-18.9%
Q1 2018$38,368,000
+0.5%
950,651
+3.2%
0.11%
-8.6%
Q4 2017$38,162,000
+11.0%
921,127
+2.3%
0.12%
-4.1%
Q3 2017$34,376,000
-0.9%
900,840
-4.5%
0.12%
-7.6%
Q2 2017$34,695,000
-26.0%
943,301
-28.8%
0.13%
-58.9%
Q1 2017$46,914,000
+9.1%
1,325,630
+3.1%
0.32%
-2.4%
Q4 2016$43,004,000
+8.5%
1,286,003
+4.0%
0.33%
-13.3%
Q3 2016$39,639,000
+2.1%
1,236,782
+0.7%
0.38%
+14.9%
Q2 2016$38,838,000
-46.8%
1,228,008
-47.7%
0.33%
+61.6%
Q1 2016$73,020,000
+58.1%
2,350,163
+52.5%
0.20%
+58.6%
Q4 2015$46,197,000
+131.2%
1,540,943
+128.8%
0.13%
+16.4%
Q3 2015$19,984,000
-2.3%
673,537
+2.3%
0.11%
+5.8%
Q2 2015$20,451,000
-14.8%
658,331
-14.8%
0.10%
-15.4%
Q1 2015$23,997,000
+5.4%
773,112
+5.6%
0.12%
-1.6%
Q4 2014$22,770,000
+1718.7%
732,386
+1591.8%
0.12%
+1685.7%
Q3 2014$1,252,000
+9.9%
43,290
+10.3%
0.01%0.0%
Q2 2014$1,139,000
+12.1%
39,249
+8.2%
0.01%
+16.7%
Q1 2014$1,016,000
+9.8%
36,290
+9.3%
0.01%0.0%
Q4 2013$925,000
+70.7%
33,215
+57.9%
0.01%
+50.0%
Q3 2013$542,00021,0300.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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