Kalos Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$14,899
-96.9%
239
-97.4%
0.03%
-86.0%
Q3 2020$479,000
-13.5%
9,235
-17.5%
0.21%
+5.9%
Q4 2019$554,000
+33.2%
11,193
+26.7%
0.20%
+21.7%
Q3 2019$416,000
+14.3%
8,834
+6.8%
0.17%
+0.6%
Q2 2019$364,0008,2750.16%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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