Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 204 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$385,000
+23.0%
6,445
+17.8%
0.01%
+7.7%
Q1 2021$313,000
-2.5%
5,473
-8.1%
0.01%
-13.3%
Q4 2020$321,000
+13.4%
5,958
+4.5%
0.02%
-11.8%
Q3 2020$283,000
+23.0%
5,702
+12.8%
0.02%0.0%
Q2 2020$230,000
-5.0%
5,055
+1.1%
0.02%
-15.0%
Q4 2019$242,000
+8.0%
4,999
+0.5%
0.02%
-20.0%
Q3 2019$224,000
+9.3%
4,972
+5.9%
0.02%
-7.4%
Q2 2019$205,000
+2.0%
4,697
+0.6%
0.03%
-20.6%
Q1 2019$201,000
-1.5%
4,667
+1.7%
0.03%
-45.2%
Q3 2018$204,000
+1.0%
4,590
-3.8%
0.06%
-27.9%
Q4 2017$202,0004,7700.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders