LWM Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$300,570
-93.9%
4,509
-94.3%
0.32%
-94.0%
Q1 2023$4,924,090
-4.9%
78,988
-7.9%
5.26%
-8.1%
Q4 2022$5,175,527
+78.3%
85,744
+59.3%
5.72%
+74.1%
Q3 2022$2,902,000
+12.7%
53,832
+19.8%
3.29%
+6.4%
Q2 2022$2,576,00044,9443.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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