Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 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
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$2,0000.0%300.0%0.00%
Q1 2021$2,000
-33.3%
30
-50.0%
0.00%
Q4 2020$3,0000.0%600.0%0.00%
-100.0%
Q3 2020$3,0000.0%600.0%0.00%0.0%
Q2 2020$3,000
+50.0%
600.0%0.00%
Q1 2020$2,000
-33.3%
600.0%0.00%
-100.0%
Q4 2019$3,0000.0%600.0%0.00%0.0%
Q3 2019$3,0000.0%600.0%0.00%0.0%
Q2 2019$3,0000.0%600.0%0.00%0.0%
Q1 2019$3,000
+50.0%
600.0%0.00%0.0%
Q4 2018$2,000
-33.3%
600.0%0.00%0.0%
Q3 2018$3,000
+50.0%
600.0%0.00%0.0%
Q2 2018$2,0000.0%600.0%0.00%0.0%
Q1 2018$2,000
-33.3%
600.0%0.00%0.0%
Q4 2017$3,000
+50.0%
600.0%0.00%0.0%
Q3 2017$2,0000.0%600.0%0.00%0.0%
Q2 2017$2,0000.0%600.0%0.00%0.0%
Q1 2017$2,0000.0%600.0%0.00%0.0%
Q4 2016$2,0000.0%600.0%0.00%0.0%
Q3 2016$2,000
-50.0%
60
-57.1%
0.00%
-50.0%
Q2 2016$4,0001400.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,102,602$554,358,05442.10%
Team Financial Group, LLC 333,549$26,033,53816.73%
IAM Advisory, LLC 772,359$60,282,60816.34%
Choice Wealth Advisors, LLC 333,082$25,997,04213.79%
Fiduciary Planning LLC 483,617$37,746,30013.51%
Spinnaker Investment Group, LLC 569,993$44,487,94212.26%
Prestige Wealth Management Group LLC 671,769$52,431,57011.32%
Private Wealth Strategies, L.L.C. 722,050$56,355,99711.31%
PALO ALTO WEALTH ADVISORS, LLC 205,530$16,041,64011.09%
Boyce & Associates Wealth Consulting, Inc. 120,233$9,384,15011.02%
View complete list of WISDOMTREE TR shareholders