First Heartland Consultants, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.

Quarter-by-quarter ownership
First Heartland Consultants, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,897
-99.9%
29,874
+20.1%
0.24%
+11.2%
Q2 2023$1,657,723
+11.2%
24,868
+4.0%
0.22%
-4.0%
Q1 2023$1,491,172
+0.9%
23,920
-2.3%
0.22%
-5.9%
Q4 2022$1,477,915
+11.8%
24,485
-0.2%
0.24%
+110.6%
Q3 2022$1,322,000
-9.6%
24,525
-3.9%
0.11%
-50.7%
Q2 2022$1,462,000
-6.8%
25,526
+3.6%
0.23%
-5.8%
Q1 2022$1,568,000
-1.4%
24,639
+2.0%
0.24%
+298.4%
Q4 2021$1,591,000
+487.1%
24,167
+425.5%
0.06%
+48.8%
Q3 2021$271,000
-13.1%
4,599
-12.0%
0.04%
-12.8%
Q2 2021$312,000
-2.5%
5,227
-6.5%
0.05%
-7.8%
Q1 2021$320,000
-26.6%
5,592
-30.8%
0.05%
-29.2%
Q4 2020$436,000
-42.2%
8,081
-46.9%
0.07%
-49.7%
Q3 2020$754,000
-26.4%
15,216
-32.5%
0.14%
-29.2%
Q2 2020$1,025,000
+63.5%
22,528
+39.7%
0.20%
+25.5%
Q1 2020$627,000
+24.4%
16,124
+54.9%
0.16%
+62.6%
Q4 2019$504,000
+26.0%
10,407
+17.4%
0.10%
+15.1%
Q3 2019$400,000
+44.4%
8,865
+39.7%
0.09%
+28.4%
Q2 2019$277,0006,3450.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders