Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$632,490
-1.4%
9,962
+3.5%
0.05%0.0%
Q2 2023$641,578
+7.4%
9,625
+0.5%
0.05%
+7.0%
Q1 2023$597,271
-6.3%
9,581
-9.3%
0.04%
-10.4%
Q4 2022$637,538
-6.4%
10,562
-16.3%
0.05%
-14.3%
Q3 2022$681,000
-44.5%
12,626
-41.0%
0.06%
-44.0%
Q2 2022$1,226,000
+47.4%
21,397
+63.7%
0.10%
+81.8%
Q1 2022$832,000
+87.0%
13,073
+93.5%
0.06%
+96.4%
Q4 2021$445,000
-80.1%
6,756
-88.4%
0.03%
-90.8%
Q4 2018$2,232,000
-17.9%
58,233
-5.1%
0.30%
+0.3%
Q3 2018$2,719,000
+6.8%
61,340
-1.0%
0.30%
-1.3%
Q2 2018$2,545,000
-4.4%
61,950
-6.1%
0.31%
-11.0%
Q1 2018$2,663,000
-0.8%
65,979
+1.8%
0.35%
-5.5%
Q4 2017$2,685,00064,7920.37%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 891,008$51,064,00013.85%
Aspire Capital Advisors LLC 274,349$15,723,00011.92%
Hamilton Capital, LLC 3,160,451$181,125,00011.42%
Private Wealth Strategies, L.L.C. 677,235$38,822,00010.81%
Spinnaker Investment Group, LLC 461,119$26,427,00010.77%
Legacy Wealth Planning, LLC 127,146$7,287,00010.45%
WADDELL & ASSOCIATES, LLC 894,745$51,278,00010.44%
KB FINANCIAL PARTNERS, LLC 478,800$27,440,0009.48%
AVAII WEALTH MANAGEMENT, LLC 149,415$8,563,0009.16%
Clearwater Capital Advisors, LLC 1,126,857$64,580,0008.82%
View complete list of WISDOMTREE TR shareholders