ARGI Investment Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$220
-99.9%
3,637
-8.0%
0.01%0.0%
Q3 2022$213,000
-1.8%
3,954
+4.5%
0.01%0.0%
Q2 2022$217,000
+5.9%
3,784
+17.3%
0.01%
+16.7%
Q1 2022$205,000
-3.3%
3,2250.0%0.01%0.0%
Q4 2021$212,0003,2250.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
WIN ADVISORS, INC 903,991$59,537,00013.64%
Prestige Wealth Management Group LLC 828,549$54,568,00013.04%
Private Wealth Strategies, L.L.C. 721,493$47,501,00010.95%
Legacy Wealth Planning, LLC 116,045$7,643,0008.72%
Clearwater Capital Advisors, LLC 1,172,309$77,208,0008.52%
KB FINANCIAL PARTNERS, LLC 433,059$28,521,0008.19%
TAIYO LIFE INSURANCE CO 850,000$55,981,0007.98%
Astoria Portfolio Advisors LLC. 131,391$8,653,0006.86%
JD Financial Services Inc. 119,513$7,871,0006.49%
WEALTH MANAGEMENT RESOURCES, INC. 138,585$9,127,0005.88%
View complete list of WISDOMTREE TR shareholders