SeaCrest Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.

Quarter-by-quarter ownership
SeaCrest Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$722,724
-2.1%
11,383
+2.8%
0.09%
+1.1%
Q2 2023$738,061
+0.7%
11,072
-5.8%
0.09%
-6.1%
Q1 2023$732,884
+6.4%
11,756
+3.1%
0.10%0.0%
Q4 2022$688,501
+14.6%
11,407
+2.3%
0.10%
+8.8%
Q3 2022$601,00011,1460.09%
Other shareholders
WISDOMTREE TR shareholders Q2 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