Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 111 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$31,788
-30.7%
407,276
-32.3%
0.12%
-33.5%
Q1 2024$45,851
+12.7%
601,792
+4.0%
0.18%
+1.7%
Q4 2023$40,683
+12.2%
578,864
+1.3%
0.17%
+2.4%
Q3 2023$36,271
+2.9%
571,284
+8.0%
0.17%
+5.0%
Q2 2023$35,257
+14.9%
528,911
+7.5%
0.16%
+7.3%
Q1 2023$30,673
+14.9%
492,022
+11.3%
0.15%
+8.7%
Q4 2022$26,692
-99.9%
442,214
-2.1%
0.14%
+0.7%
Q3 2022$24,347,000
-7.6%
451,622
-1.8%
0.14%
-3.5%
Q2 2022$26,357,000
-12.1%
459,901
-2.4%
0.14%
+2.9%
Q1 2022$29,999,000
-9.2%
471,166
-6.1%
0.14%
-6.8%
Q4 2021$33,055,000
+18.2%
501,903
+5.6%
0.15%
+7.2%
Q3 2021$27,973,000
+5.7%
475,409
+7.2%
0.14%
+8.7%
Q2 2021$26,468,000
-5.7%
443,566
-9.6%
0.13%
-16.4%
Q1 2021$28,069,000
+14.3%
490,796
+7.9%
0.15%
+5.6%
Q4 2020$24,551,000
+11.7%
454,993
+2.6%
0.14%
-2.7%
Q3 2020$21,988,000
-1.2%
443,583
-9.3%
0.15%
-11.4%
Q2 2020$22,250,000
+11.5%
489,129
-4.6%
0.17%
-12.6%
Q1 2020$19,947,000
-0.6%
512,645
+23.8%
0.19%
+23.2%
Q4 2019$20,076,000
+23.2%
414,196
+14.7%
0.16%
+8.4%
Q3 2019$16,289,000
+7.6%
361,262
+4.1%
0.14%
+2.9%
Q2 2019$15,142,000
+10.6%
346,891
+9.1%
0.14%
+6.1%
Q1 2019$13,688,000
+25.1%
317,884
+11.4%
0.13%
+8.3%
Q4 2018$10,939,000
+16.3%
285,386
+34.5%
0.12%
+34.4%
Q3 2018$9,406,000
+16.1%
212,187
+7.4%
0.09%
+4.7%
Q2 2018$8,103,000
+9.7%
197,597
+8.0%
0.09%
+3.6%
Q1 2018$7,386,000
+40.1%
182,997
+43.8%
0.08%
+33.9%
Q4 2017$5,272,000
+29.7%
127,244
+19.4%
0.06%
+12.7%
Q3 2017$4,066,000
+2.6%
106,559
-1.1%
0.06%
-5.2%
Q2 2017$3,963,000
+20.5%
107,747
+16.2%
0.06%
+3.6%
Q1 2017$3,289,000
+17.0%
92,700
+9.7%
0.06%
+5.7%
Q4 2016$2,810,000
+31.1%
84,473
+27.2%
0.05%
+32.5%
Q3 2016$2,144,000
+2.5%
66,396
+0.2%
0.04%
-9.1%
Q2 2016$2,092,000
+8.0%
66,251
+7.0%
0.04%0.0%
Q1 2016$1,937,000
+108.7%
61,944
+102.7%
0.04%
+100.0%
Q4 2015$928,000
+71.5%
30,564
+61.6%
0.02%
+37.5%
Q3 2015$541,00018,9180.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,102,602$554,358,05442.10%
Team Financial Group, LLC 333,549$26,033,53816.73%
IAM Advisory, LLC 772,359$60,282,60816.34%
Choice Wealth Advisors, LLC 333,082$25,997,04213.79%
Fiduciary Planning LLC 483,617$37,746,30013.51%
Spinnaker Investment Group, LLC 569,993$44,487,94212.26%
Prestige Wealth Management Group LLC 671,769$52,431,57011.32%
Private Wealth Strategies, L.L.C. 722,050$56,355,99711.31%
PALO ALTO WEALTH ADVISORS, LLC 205,530$16,041,64011.09%
Boyce & Associates Wealth Consulting, Inc. 120,233$9,384,15011.02%
View complete list of WISDOMTREE TR shareholders