Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$47,000
-36.5%
813
-30.1%
0.01%
-6.7%
Q1 2022$74,000
-8.6%
1,163
-5.1%
0.02%
-6.2%
Q4 2021$81,000
+22.7%
1,226
+8.7%
0.02%
+6.7%
Q3 2021$66,000
-1.5%
1,128
+3.3%
0.02%0.0%
Q2 2021$67,000
+1.5%
1,092
-5.5%
0.02%0.0%
Q1 2021$66,000
+53.5%
1,156
+44.5%
0.02%
+50.0%
Q4 2020$43,0008000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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