ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$754,000
-2.1%
13,979
+4.0%
0.17%
+9.6%
Q2 2022$770,000
-11.8%
13,436
-2.0%
0.16%
-4.8%
Q1 2022$873,000
-39.1%
13,716
-37.0%
0.16%
-19.1%
Q4 2021$1,434,000
+10.1%
21,775
-1.7%
0.20%
+19.3%
Q3 2021$1,303,000
-1.4%
22,152
+0.1%
0.17%
+1.8%
Q2 2021$1,321,000
-78.2%
22,140
-79.1%
0.17%
-79.1%
Q1 2021$6,051,000
+2.7%
105,813
-3.1%
0.80%
-1.4%
Q4 2020$5,892,000
-17.8%
109,196
-24.5%
0.81%
-24.6%
Q3 2020$7,167,000
-11.9%
144,579
-19.1%
1.08%
-18.6%
Q2 2020$8,134,000
+68.4%
178,805
+44.0%
1.33%
+47.4%
Q1 2020$4,830,000
-23.0%
124,137
-4.1%
0.90%
-3.5%
Q4 2019$6,272,000
-13.3%
129,390
-19.4%
0.93%
-12.6%
Q3 2019$7,236,000
+3.7%
160,473
+0.4%
1.07%
+14.1%
Q2 2019$6,976,000159,8270.94%
Other shareholders
WISDOMTREE TR shareholders Q4 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