Allworth Financial LP - 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
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$21,932
-11.5%
352
-14.1%
0.00%
Q4 2022$24,769
+12.6%
410
+0.5%
0.00%
Q3 2022$22,0000.0%408
+7.9%
0.00%
Q2 2022$22,000
-8.3%
378
+0.5%
0.00%
Q1 2022$24,000
+200.0%
376
+191.5%
0.00%
Q4 2021$8,0000.0%129
-0.8%
0.00%
Q3 2021$8,000
+100.0%
130
+116.7%
0.00%
Q2 2021$4,000
-75.0%
60
-78.1%
0.00%
Q1 2021$16,000
+6.7%
2740.0%0.00%
Q4 2020$15,000
+7.1%
2740.0%0.00%
Q3 2020$14,000
+16.7%
2740.0%0.00%
Q2 2020$12,000
-42.9%
274
-49.9%
0.00%
-100.0%
Q1 2020$21,000
-22.2%
5470.0%0.00%0.0%
Q4 2019$27,000
+170.0%
547
+155.6%
0.00%
Q3 2019$10,000
-56.5%
214
-59.8%
0.00%
-100.0%
Q2 2019$23,000
-89.4%
532
-89.4%
0.00%
-88.9%
Q1 2019$216,000
+16.8%
5,011
+3.6%
0.01%0.0%
Q4 2018$185,000
-13.1%
4,836
+0.5%
0.01%
-10.0%
Q3 2018$213,000
+7.6%
4,810
-0.3%
0.01%
+11.1%
Q2 2018$198,000
+1423.1%
4,825
+1353.3%
0.01%
+800.0%
Q1 2018$13,000
+18.2%
332
+14.9%
0.00%0.0%
Q3 2017$11,0002890.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,283,107$485,491,90033.88%
Lauer Wealth, LLC 258,723$17,559,54918.15%
Choice Wealth Advisors, LLC 341,740$22,780,35715.50%
Prestige Wealth Management Group LLC 785,967$52,392,57812.41%
Spinnaker Investment Group, LLC 559,854$37,402,66812.32%
Astoria Portfolio Advisors LLC. 436,694$29,241,02811.32%
Private Wealth Strategies, L.L.C. 691,653$46,105,56811.08%
PALO ALTO WEALTH ADVISORS, LLC 206,434$13,760,89010.98%
Aspire Capital Advisors LLC 329,876$21,989,52310.68%
CONTINUUM WEALTH ADVISORS, LLC 211,833$14,120,78810.00%
View complete list of WISDOMTREE TR shareholders