MARINER INDEPENDENT ADVISOR NETWORK, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$11,373,000
-7.3%
210,971
+0.3%
0.49%
-5.4%
Q2 2022$12,262,000
+1.0%
210,286
+10.1%
0.52%
+10.9%
Q1 2022$12,136,000
+110.9%
190,976
+118.6%
0.47%
+72.6%
Q4 2021$5,755,000
-53.4%
87,368
-58.3%
0.27%
-55.2%
Q3 2021$12,342,000
-5.1%
209,672
-3.8%
0.60%
+2.2%
Q2 2021$13,003,000
-9.6%
217,914
-13.4%
0.59%
-21.3%
Q1 2021$14,383,000
+12.8%
251,501
+6.4%
0.75%
+10.1%
Q4 2020$12,750,000
+10.4%
236,294
+1.4%
0.68%
-28.8%
Q3 2020$11,547,000
+7.3%
232,952
-1.2%
0.96%
-3.5%
Q2 2020$10,764,000
+30.5%
235,676
+7.0%
0.99%
+33.2%
Q1 2020$8,251,000
-12.9%
220,249
+12.7%
0.74%
+9.2%
Q4 2019$9,469,000
+28.9%
195,369
+18.4%
0.68%
+22.2%
Q3 2019$7,344,000
+25.9%
165,047
+24.1%
0.56%
+27.1%
Q2 2019$5,833,000
+55.6%
132,973
+54.0%
0.44%
+38.5%
Q1 2019$3,748,000
+14.8%
86,340
+4.0%
0.32%
+8.9%
Q4 2018$3,266,000
+19.9%
83,027
+22.9%
0.29%
+73.2%
Q1 2018$2,725,000
+2.3%
67,535
+7.6%
0.17%
-39.8%
Q4 2017$2,664,000
-11.3%
62,742
-20.3%
0.28%
-42.8%
Q3 2017$3,004,000
+18.4%
78,721
+14.1%
0.49%
+34.1%
Q2 2017$2,538,00069,0190.36%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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