GeoWealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,187
-36.5%
34,446
-33.3%
0.25%
-33.3%
Q2 2023$3,444
+108.5%
51,663
+94.9%
0.37%
+92.7%
Q1 2023$1,652
-55.2%
26,508
-56.6%
0.19%
-50.4%
Q4 2022$3,684
-99.8%
61,020
+94.5%
0.39%
+110.3%
Q3 2022$1,691,000
+35.7%
31,368
+44.2%
0.18%
+10.8%
Q2 2022$1,246,000
-92.6%
21,750
-91.8%
0.17%
-88.8%
Q1 2022$16,897,000
+510.2%
265,395
+463.9%
1.48%
+551.3%
Q3 2021$2,769,00047,0680.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders