DFPG INVESTMENTS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$589,405
+1.4%
8,455
-6.0%
0.05%
-14.8%
Q3 2023$581,212
-62.1%
8,997
-60.0%
0.05%
-60.9%
Q2 2023$1,533,108
+10.5%
22,519
+1.2%
0.14%
-7.4%
Q1 2023$1,387,271
+8.3%
22,253
+7.7%
0.15%
-29.4%
Q4 2022$1,281,00220,6710.21%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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