Insight Wealth Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$700,000
+7.0%
11,894
+8.4%
0.10%
+5.4%
Q2 2021$654,000
+14.3%
10,968
+9.6%
0.09%
+20.8%
Q1 2021$572,000
+53.8%
10,003
+45.3%
0.08%
+22.2%
Q4 2020$372,000
+56.3%
6,885
+43.6%
0.06%
+43.2%
Q3 2020$238,0004,7950.04%
Other shareholders
WISDOMTREE TR shareholders Q3 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