Global Retirement Partners, 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
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,409,497
+9.9%
22,384
+16.3%
0.07%
+12.7%
Q2 2023$1,282,568
+8.8%
19,240
+2.0%
0.06%0.0%
Q1 2023$1,178,339
+177.1%
18,856
+167.6%
0.06%
+117.2%
Q4 2022$425,316
-0.6%
7,046
-1.5%
0.03%
-9.4%
Q3 2022$428,000
+2.4%
7,155
-1.9%
0.03%
-5.9%
Q2 2022$418,000
-5.0%
7,295
-1.1%
0.03%
-2.9%
Q1 2022$440,000
+358.3%
7,379
+351.3%
0.04%
+288.9%
Q3 2021$96,000
+28.0%
1,635
+29.6%
0.01%
+12.5%
Q2 2021$75,000
+4.2%
1,2620.0%0.01%0.0%
Q1 2021$72,000
-45.5%
1,262
-48.5%
0.01%
-52.9%
Q4 2020$132,000
+9.1%
2,4510.0%0.02%
-5.6%
Q3 2020$121,000
+45.8%
2,451
+34.9%
0.02%
+38.5%
Q2 2020$83,000
+16.9%
1,8170.0%0.01%0.0%
Q1 2020$71,000
-19.3%
1,8170.0%0.01%0.0%
Q4 2019$88,000
+54.4%
1,817
+44.0%
0.01%
+44.4%
Q3 2019$57,000
+1325.0%
1,262
+1162.0%
0.01%
+800.0%
Q2 2019$4,0001000.00%
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