UNITED CAPITAL FINANCIAL ADVISORS, 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,839,757
-3.6%
91,979
+1.2%
0.04%
+15.2%
Q2 2023$6,059,099
+0.4%
90,896
-6.1%
0.03%
-2.9%
Q1 2023$6,034,300
+1.3%
96,797
-1.9%
0.03%
+3.0%
Q4 2022$5,955,560
+11.2%
98,667
-0.7%
0.03%
+3.1%
Q3 2022$5,355,000
+13.2%
99,335
+20.3%
0.03%
+23.1%
Q2 2022$4,730,000
-4.1%
82,539
+6.6%
0.03%
+8.3%
Q1 2022$4,931,000
-4.8%
77,439
-1.5%
0.02%0.0%
Q4 2021$5,178,000
+5.8%
78,614
-5.5%
0.02%0.0%
Q3 2021$4,895,000
-7.2%
83,199
-5.9%
0.02%
-11.1%
Q2 2021$5,274,000
+5.2%
88,391
+0.8%
0.03%
-3.6%
Q1 2021$5,015,000
+6.7%
87,698
+0.7%
0.03%0.0%
Q4 2020$4,699,000
+3.2%
87,085
-5.2%
0.03%
-6.7%
Q3 2020$4,553,000
+13.4%
91,841
+4.1%
0.03%
+3.4%
Q2 2020$4,015,000
+20.1%
88,254
+2.8%
0.03%
+3.6%
Q1 2020$3,342,000
-7.2%
85,883
+15.6%
0.03%
+21.7%
Q4 2019$3,601,000
+17.3%
74,291
+9.1%
0.02%
+9.5%
Q3 2019$3,070,000
+9.6%
68,089
+6.1%
0.02%
+16.7%
Q2 2019$2,801,000
+7.6%
64,164
+6.1%
0.02%0.0%
Q1 2019$2,604,000
+27.4%
60,463
+13.4%
0.02%
+12.5%
Q4 2018$2,044,000
-5.0%
53,337
+9.9%
0.02%
+6.7%
Q3 2018$2,152,000
+20.0%
48,554
+11.0%
0.02%
+15.4%
Q2 2018$1,794,000
-5.6%
43,745
-7.1%
0.01%
-7.1%
Q1 2018$1,900,000
+5.1%
47,071
+7.9%
0.01%0.0%
Q4 2017$1,807,000
+15.5%
43,606
+6.3%
0.01%
+7.7%
Q3 2017$1,565,000
+447.2%
41,023
+427.3%
0.01%
+333.3%
Q2 2017$286,000
+14.4%
7,780
+10.5%
0.00%
+50.0%
Q1 2017$250,000
+6.8%
7,0390.0%0.00%0.0%
Q4 2016$234,000
+3.1%
7,0390.0%0.00%0.0%
Q3 2016$227,000
+0.9%
7,0390.0%0.00%0.0%
Q2 2016$225,0007,0390.00%
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