BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$400
+6.7%
60.0%0.00%
Q1 2023$375
+3.6%
60.0%0.00%
Q4 2022$36260.0%0.00%
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$060.0%0.00%
Q4 2021$060.0%0.00%
Q3 2021$060.0%0.00%
Q2 2021$060.0%0.00%
Q1 2021$060.0%0.00%
Q4 2020$060.0%0.00%
Q3 2020$060.0%0.00%
Q2 2020$060.0%0.00%
Q1 2020$060.0%0.00%
Q4 2019$06
-14.3%
0.00%
Q3 2019$070.0%0.00%
Q2 2019$070.0%0.00%
Q1 2019$070.0%0.00%
Q4 2018$070.0%0.00%
Q3 2018$070.0%0.00%
Q2 2018$070.00%
Other shareholders
WISDOMTREE TR shareholders Q1 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