Prospera Financial Services Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Prospera Financial Services Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,239,550
+45.2%
35,261
+52.4%
0.09%
+47.5%
Q2 2023$1,542,647
+43.4%
23,135
+34.2%
0.06%
+34.1%
Q1 2023$1,075,531
+4.8%
17,243
+1.4%
0.04%
-13.7%
Q4 2022$1,025,975
+25.4%
16,997
+12.1%
0.05%
+18.6%
Q3 2022$818,000
-3.8%
15,156
+2.3%
0.04%0.0%
Q2 2022$850,000
-5.6%
14,822
+4.9%
0.04%
+13.2%
Q1 2022$900,000
-3.1%
14,126
+0.2%
0.04%
-5.0%
Q4 2021$929,000
+12.2%
14,100
+0.3%
0.04%
-2.4%
Q3 2021$828,000
-1.8%
14,056
-0.4%
0.04%
-2.4%
Q2 2021$843,000
+4.6%
14,118
+0.3%
0.04%
-12.5%
Q1 2021$806,000
+38.0%
14,078
+30.2%
0.05%
+20.0%
Q4 2020$584,000
+2820.0%
10,809
+2536.3%
0.04%
+400.0%
Q3 2020$20,000
-95.9%
410
-96.2%
0.01%
-81.4%
Q2 2020$489,000
+17.5%
10,739
+0.4%
0.04%
-2.3%
Q1 2020$416,000
-19.4%
10,691
+0.4%
0.04%
+10.0%
Q4 2019$516,000
+15.7%
10,652
+7.7%
0.04%
-13.0%
Q3 2019$446,000
+3.7%
9,893
+0.4%
0.05%
-4.2%
Q2 2019$430,000
+1.7%
9,851
+2.6%
0.05%
-65.5%
Q1 2019$423,000
+15.3%
9,603
+0.4%
0.14%
+87.8%
Q4 2018$367,000
-2.4%
9,565
+4.3%
0.07%
+5.7%
Q3 2018$376,000
-3.1%
9,173
-3.2%
0.07%
+32.1%
Q2 2018$388,0000.0%9,472
-1.5%
0.05%
-1.9%
Q1 2018$388,000
+67.2%
9,616
+71.5%
0.05%
+54.3%
Q4 2017$232,0005,6080.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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