Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 213 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$12,524,000
-2.3%
212,856
-1.0%
0.28%
-6.4%
Q2 2021$12,825,000
+2.1%
214,939
-2.1%
0.30%
-8.0%
Q1 2021$12,561,000
+3.1%
219,638
-2.7%
0.32%
-6.1%
Q4 2020$12,185,000
+4.7%
225,814
-3.9%
0.35%
-13.3%
Q3 2020$11,643,000
+5.3%
234,871
-3.3%
0.40%
-10.3%
Q2 2020$11,054,000
+3.1%
242,991
-11.8%
0.44%
-26.7%
Q1 2020$10,721,000
-23.6%
275,523
-4.8%
0.61%
-6.9%
Q4 2019$14,035,000
+4.2%
289,553
-3.1%
0.65%
-6.1%
Q3 2019$13,469,000
+1.9%
298,705
-1.4%
0.69%
-0.9%
Q2 2019$13,223,000
+6.3%
302,925
+4.9%
0.70%
+8.2%
Q1 2019$12,438,000
+16.6%
288,857
+3.8%
0.65%
+2.9%
Q4 2018$10,664,000
+9.5%
278,222
+26.7%
0.63%
+7.2%
Q3 2018$9,736,000
+10.7%
219,622
+2.4%
0.59%
-8.1%
Q2 2018$8,798,000
-4.5%
214,536
-6.0%
0.64%0.0%
Q1 2018$9,215,000
+9.3%
228,326
+12.2%
0.64%
+10.6%
Q4 2017$8,433,000
+9.2%
203,558
+0.6%
0.58%
-5.2%
Q3 2017$7,723,000
+5.4%
202,388
+1.6%
0.61%
-5.3%
Q2 2017$7,326,000
+4.9%
199,198
+1.2%
0.64%
+6.8%
Q1 2017$6,986,000
+17.0%
196,894
+9.7%
0.60%
+11.7%
Q4 2016$5,971,000
+7.1%
179,458
+4.0%
0.54%
+5.7%
Q3 2016$5,573,000
+9.7%
172,588
+7.3%
0.51%
+5.8%
Q2 2016$5,080,000
+5.7%
160,869
+4.7%
0.48%
+1.9%
Q1 2016$4,806,000
+68.6%
153,687
+63.6%
0.47%
+82.3%
Q4 2015$2,850,00093,9200.26%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,923$385,514,67024.92%
Choice Wealth Advisors, LLC 347,475$20,973,61715.74%
Prestige Wealth Management Group LLC 901,386$54,407,65314.18%
CONTINUUM WEALTH ADVISORS, LLC 203,510$12,283,86412.20%
Spinnaker Investment Group, LLC 533,425$32,197,53111.45%
Private Wealth Strategies, L.L.C. 692,275$41,786,64611.15%
Aspire Capital Advisors LLC 317,899$19,188,38210.93%
AVAII WEALTH MANAGEMENT, LLC 191,215$11,541,74210.32%
PALO ALTO WEALTH ADVISORS, LLC 193,850$11,700,7869.97%
KB FINANCIAL PARTNERS, LLC 459,114$27,7129.46%
View complete list of WISDOMTREE TR shareholders