WealthPLAN Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$715,029
+12.3%
10,174
+1.5%
0.07%0.0%
Q3 2023$636,677
+12.3%
10,028
+17.9%
0.07%
-7.5%
Q2 2023$566,806
-11.3%
8,503
-17.0%
0.08%
+9.6%
Q1 2023$638,981
-55.2%
10,250
-54.7%
0.07%
-27.0%
Q4 2022$1,426,921
+7.8%
22,614
+4.6%
0.10%
+8.7%
Q1 2022$1,324,000
+0.2%
21,626
+4.3%
0.09%
+5.7%
Q4 2021$1,321,000
+6.8%
20,725
+6.8%
0.09%
+6.1%
Q3 2021$1,237,000
-11.5%
19,406
-13.9%
0.08%
-16.3%
Q2 2021$1,397,000
+2.3%
22,531
-2.7%
0.10%
-7.5%
Q1 2021$1,366,000
+16.4%
23,156
+7.2%
0.11%
+6.0%
Q4 2020$1,174,000
-5.7%
21,609
-10.5%
0.10%
-17.4%
Q3 2020$1,245,000
+1.0%
24,142
-3.2%
0.12%
-5.5%
Q2 2020$1,233,000
+160.7%
24,949
+122.9%
0.13%
+109.8%
Q1 2020$473,000
-99.0%
11,195
+632.7%
0.06%
+281.2%
Q3 2016$48,972,000
+101925.0%
1,5280.0%0.02%
Q2 2016$48,0001,5280.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,923$385,514,67024.92%
Choice Wealth Advisors, LLC 347,475$20,973,61715.74%
Prestige Wealth Management Group LLC 901,386$54,407,65314.18%
CONTINUUM WEALTH ADVISORS, LLC 203,510$12,283,86412.20%
Spinnaker Investment Group, LLC 533,425$32,197,53111.45%
Private Wealth Strategies, L.L.C. 692,275$41,786,64611.15%
Aspire Capital Advisors LLC 317,899$19,188,38210.93%
AVAII WEALTH MANAGEMENT, LLC 191,215$11,541,74210.32%
PALO ALTO WEALTH ADVISORS, LLC 193,850$11,700,7869.97%
KB FINANCIAL PARTNERS, LLC 459,114$27,7129.46%
View complete list of WISDOMTREE TR shareholders