Trust Point Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 600 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Trust Point Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$756,851
+2.4%
9,6970.0%0.06%
+5.2%
Q1 2024$738,814
+8.4%
9,6970.0%0.06%
+3.6%
Q4 2023$681,5059,6970.06%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
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