Arete Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q1 2023
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