Arete Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 215 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$399
-99.9%
5,113
-0.5%
0.03%
+17.9%
Q4 2023$361,169
+98580.1%
5,139
-6.3%
0.03%
-12.5%
Q2 2023$366
+16.9%
5,487
+9.1%
0.03%
+28.0%
Q1 2023$313
-100.0%
5,028
-94.6%
0.02%
-94.9%
Q4 2022$5,614,691,040
+1362689.1%
93,020
+1116.6%
0.49%
+1127.5%
Q3 2022$412,000
-54.9%
7,646
-51.8%
0.04%
-56.5%
Q2 2022$914,000
+74.8%
15,874
+93.2%
0.09%
+109.1%
Q1 2022$523,000
+7.0%
8,215
+11.0%
0.04%
+4.8%
Q4 2021$489,000
+11.9%
7,398
+0.2%
0.04%
-12.5%
Q3 2021$437,000
+45.7%
7,382
+0.4%
0.05%
+14.3%
Q2 2021$300,000
-28.9%
7,3520.0%0.04%
-22.2%
Q1 2021$422,000
+1.2%
7,352
-6.4%
0.05%
-8.5%
Q4 2020$417,000
+67.5%
7,852
+57.0%
0.06%
+55.3%
Q3 2020$249,000
+2.5%
5,0020.0%0.04%
-9.5%
Q4 2019$243,000
+6.6%
5,002
-1.2%
0.04%
-4.5%
Q3 2019$228,000
+3.2%
5,0640.0%0.04%
+2.3%
Q2 2019$221,000
+1.4%
5,0640.0%0.04%
-4.4%
Q1 2019$218,0005,0640.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,102,602$554,358,05442.10%
Team Financial Group, LLC 333,549$26,033,53816.73%
IAM Advisory, LLC 772,359$60,282,60816.34%
Choice Wealth Advisors, LLC 333,082$25,997,04213.79%
Fiduciary Planning LLC 483,617$37,746,30013.51%
Spinnaker Investment Group, LLC 569,993$44,487,94212.26%
Prestige Wealth Management Group LLC 671,769$52,431,57011.32%
Private Wealth Strategies, L.L.C. 722,050$56,355,99711.31%
PALO ALTO WEALTH ADVISORS, LLC 205,530$16,041,64011.09%
Boyce & Associates Wealth Consulting, Inc. 120,233$9,384,15011.02%
View complete list of WISDOMTREE TR shareholders