Intersect Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$257,000
+7.5%
5,2960.0%0.09%
-3.4%
Q3 2019$239,000
+3.5%
5,2960.0%0.09%0.0%
Q2 2019$231,000
+1.3%
5,2960.0%0.09%
-7.3%
Q1 2019$228,000
+12.3%
5,2960.0%0.10%
-1.0%
Q4 2018$203,0005,2960.10%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 891,008$51,064,00013.85%
Aspire Capital Advisors LLC 274,349$15,723,00011.92%
Hamilton Capital, LLC 3,160,451$181,125,00011.42%
Private Wealth Strategies, L.L.C. 677,235$38,822,00010.81%
Spinnaker Investment Group, LLC 461,119$26,427,00010.77%
Legacy Wealth Planning, LLC 127,146$7,287,00010.45%
WADDELL & ASSOCIATES, LLC 894,745$51,278,00010.44%
KB FINANCIAL PARTNERS, LLC 478,800$27,440,0009.48%
AVAII WEALTH MANAGEMENT, LLC 149,415$8,563,0009.16%
Clearwater Capital Advisors, LLC 1,126,857$64,580,0008.82%
View complete list of WISDOMTREE TR shareholders