AE 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
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$15,858,727
-16.8%
249,783
-12.6%
0.10%
-17.4%
Q2 2023$19,058,413
+7.2%
285,905
+0.3%
0.12%
+0.9%
Q1 2023$17,773,358
+9.5%
285,104
+6.0%
0.11%
-2.6%
Q4 2022$16,237,767
+6.2%
269,015
-5.1%
0.12%
-3.3%
Q3 2022$15,288,000
+26.0%
283,578
+33.9%
0.12%
+24.7%
Q2 2022$12,134,000
+23.2%
211,732
+36.9%
0.10%
+42.6%
Q1 2022$9,846,000
-84.7%
154,639
-84.2%
0.07%
-84.9%
Q4 2021$64,417,000
+2808.2%
978,091
+2498.3%
0.45%
+2394.4%
Q3 2021$2,215,000
+24.2%
37,643
+26.0%
0.02%
+12.5%
Q2 2021$1,783,000
-95.2%
29,875
-95.4%
0.02%
-95.7%
Q1 2021$37,254,000
+11053.9%
651,415
+10410.1%
0.38%
+9300.0%
Q4 2020$334,000
-60.1%
6,198
-63.3%
0.00%
-66.7%
Q3 2020$837,000
-39.1%
16,891
-44.1%
0.01%
-42.9%
Q2 2020$1,374,000
-71.8%
30,197
-75.9%
0.02%
-81.2%
Q1 2020$4,873,000
+184.5%
125,246
+254.4%
0.11%
+202.7%
Q4 2019$1,713,000
+27.2%
35,337
+18.3%
0.04%
-5.1%
Q3 2019$1,347,000
+15.1%
29,871
+11.4%
0.04%
+11.4%
Q2 2019$1,170,000
+410.9%
26,807
+403.3%
0.04%
+118.8%
Q1 2019$229,0005,3260.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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