IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$29,560,037
-31.3%
465,586
-41.5%
1.33%
+40.5%
Q2 2023$43,058,747
+140.0%
795,466
+84.4%
0.95%
+21.1%
Q1 2023$17,940,249
+102491.9%
431,265
+2.6%
0.78%
+67.2%
Q4 2022$17,487
-99.9%
420,372
+3.2%
0.47%
+5.7%
Q3 2022$16,961,000
-25.9%
407,505
-25.9%
0.44%
-38.6%
Q2 2022$22,884,000
-10.5%
549,862
-10.5%
0.72%
+125.7%
Q1 2022$25,575,000
+76.9%
614,616
+180.0%
0.32%
+13.1%
Q4 2021$14,455,000
+17.6%
219,474
+5.1%
0.28%
+14.6%
Q3 2021$12,296,000
+4.1%
208,820
+5.5%
0.25%
+0.8%
Q2 2021$11,807,000
-3.8%
197,955
-7.8%
0.24%
+2.1%
Q1 2021$12,278,000
+24.0%
214,790
+17.1%
0.24%
-40.4%
Q4 2020$9,904,000
+16.7%
183,414
+7.1%
0.40%
-20.9%
Q3 2020$8,485,000
+30.4%
171,182
+17.9%
0.51%
-1.7%
Q2 2020$6,509,000
+32.5%
145,197
+16.3%
0.52%
+4.0%
Q1 2020$4,912,000
-8.9%
124,896
+12.7%
0.50%
+22.5%
Q4 2019$5,391,000
+31.5%
110,838
+21.3%
0.40%
+47.3%
Q3 2019$4,101,000
+81920.0%
91,384
+82976.4%
0.28%
+27400.0%
Q1 2019$5,000
-99.5%
110
-99.6%
0.00%
-98.5%
Q4 2018$1,104,000
+63.6%
29,071
+90.8%
0.07%
+139.3%
Q3 2018$675,000
+129.6%
15,233
+112.4%
0.03%
+133.3%
Q2 2018$294,000
+216.1%
7,173
+220.1%
0.01%
+200.0%
Q1 2018$93,0000.0%2,2410.0%0.00%0.0%
Q4 2017$93,000
+69.1%
2,241
+54.2%
0.00%
+100.0%
Q3 2017$55,000
-14.1%
1,453
-17.0%
0.00%
-33.3%
Q2 2017$64,000
-83.0%
1,751
-83.5%
0.00%
-81.2%
Q1 2017$377,000
-21.6%
10,624
-26.6%
0.02%
-30.4%
Q4 2016$481,000
+32.9%
14,472
+29.0%
0.02%
+21.1%
Q3 2016$362,000
+2.0%
11,218
-0.3%
0.02%
-5.0%
Q2 2016$355,000
+7000.0%
11,253
+10130.0%
0.02%
+1900.0%
Q1 2016$5,000
-95.9%
110
-97.2%
0.00%
-87.5%
Q4 2015$121,0003,9760.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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