JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,095
+96.7%
285
+106.5%
0.00%
+100.0%
Q2 2023$9,200
+6.9%
1380.0%0.00%0.0%
Q1 2023$8,603
+3.3%
1380.0%0.00%0.0%
Q4 2022$8,330
+19.0%
1380.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1380.0%0.00%0.0%
Q2 2022$8,000
-11.1%
1380.0%0.00%0.0%
Q1 2022$9,0000.0%1380.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1380.0%0.00%0.0%
Q3 2021$8,0000.0%1380.0%0.00%0.0%
Q2 2021$8,0000.0%1380.0%0.00%
-50.0%
Q1 2021$8,000
+14.3%
1380.0%0.00%
+100.0%
Q4 2020$7,0000.0%1380.0%0.00%
-50.0%
Q3 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q2 2020$6,000
+20.0%
1380.0%0.00%
+100.0%
Q1 2020$5,000
-28.6%
1380.0%0.00%
-50.0%
Q4 2019$7,000
+16.7%
1380.0%0.00%0.0%
Q3 2019$6,0000.0%1380.0%0.00%0.0%
Q2 2019$6,0000.0%1380.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1380.0%0.00%
+100.0%
Q4 2018$5,000–138–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q1 2021
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