CWM, 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
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,342
+191.0%
131,390
+205.5%
0.05%
+183.3%
Q2 2023$2,867
+475.7%
43,006
+438.3%
0.02%
+500.0%
Q1 2023$498
+130.6%
7,989
+122.7%
0.00%
+50.0%
Q4 2022$216
-99.9%
3,587
-18.3%
0.00%0.0%
Q3 2022$237,000
-43.0%
4,392
-39.4%
0.00%
-33.3%
Q2 2022$416,000
+183.0%
7,252
+215.0%
0.00%
+200.0%
Q1 2022$147,000
+113.0%
2,302
+118.2%
0.00%
Q4 2021$69,000
+283.3%
1,055
+258.8%
0.00%
Q2 2021$18,0000.0%2940.0%0.00%
Q1 2021$18,0000.0%2940.0%0.00%
Q4 2020$18,0000.0%2940.0%0.00%
Q3 2020$18,0000.0%2940.0%0.00%
Q2 2020$18,0000.0%2940.0%0.00%
Q1 2020$18,0000.0%2940.0%0.00%
Q4 2019$18,0000.0%2940.0%0.00%
Q3 2019$18,0000.0%2940.0%0.00%
Q2 2019$18,0000.0%2940.0%0.00%
Q1 2019$18,000
-81.1%
294
-88.1%
0.00%
-100.0%
Q4 2018$95,0000.0%2,468
+15.1%
0.00%0.0%
Q3 2018$95,0002,1440.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,839$344,315,00023.47%
Choice Wealth Advisors, LLC 358,468$19,325,00016.16%
Prestige Wealth Management Group LLC 897,610$48,390,00013.60%
Aspire Capital Advisors LLC 281,053$15,152,00012.01%
Spinnaker Investment Group, LLC 523,898$28,269,00011.07%
Legacy Wealth Planning, LLC 123,570$6,662,00011.02%
Private Wealth Strategies, L.L.C. 676,405$36,473,00010.64%
KB FINANCIAL PARTNERS, LLC 535,124$28,849,00010.32%
WADDELL & ASSOCIATES, LLC 896,528$48,332,0009.35%
Clearwater Capital Advisors, LLC 1,168,849$63,013,0008.70%
View complete list of WISDOMTREE TR shareholders