Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,249,356
-2.9%
19,678
+2.0%
0.06%
-4.5%
Q2 2023$1,286,405
+4.8%
19,298
-2.0%
0.07%
-10.7%
Q1 2023$1,227,101
+9.9%
19,684
+6.4%
0.08%
+10.3%
Q4 2022$1,116,660
+57.3%
18,500
+40.4%
0.07%
+38.8%
Q3 2022$710,000
+0.6%
13,175
+7.9%
0.05%
+40.0%
Q2 2022$706,000
-7.6%
12,210
+1.7%
0.04%
+6.1%
Q1 2022$764,000
-33.2%
12,002
-30.9%
0.03%
-25.0%
Q4 2021$1,143,000
+7.3%
17,364
-3.1%
0.04%
+7.3%
Q3 2021$1,065,000
+19.9%
17,913
+21.7%
0.04%
+17.1%
Q2 2021$888,000
+30.4%
14,721
+26.3%
0.04%
+84.2%
Q1 2021$681,000
+3.7%
11,658
+1.8%
0.02%
-26.9%
Q4 2020$657,000
+172.6%
11,447
+131.4%
0.03%
+116.7%
Q3 2020$241,000
+213.0%
4,946
+182.6%
0.01%
+200.0%
Q2 2020$77,000
+126.5%
1,750
+94.4%
0.00%
+100.0%
Q1 2020$34,000
+240.0%
900
+260.0%
0.00%
+100.0%
Q2 2019$10,0000.0%2500.0%0.00%0.0%
Q1 2019$10,000
+42.9%
250
+25.0%
0.00%0.0%
Q4 2018$7,000
-12.5%
2000.0%0.00%0.0%
Q3 2018$8,0000.0%2000.0%0.00%0.0%
Q2 2018$8,0000.0%2000.0%0.00%0.0%
Q1 2018$8,0000.0%2000.0%0.00%0.0%
Q4 2017$8,000
+14.3%
2000.0%0.00%0.0%
Q3 2017$7,0000.0%2000.0%0.00%0.0%
Q2 2017$7,000
-66.7%
200
-66.7%
0.00%
-50.0%
Q1 2017$21,000
+10.5%
6000.0%0.00%
-33.3%
Q4 2016$19,000
-13.6%
600
-12.0%
0.00%0.0%
Q3 2016$22,000
+4.8%
6820.0%0.00%0.0%
Q2 2016$21,0000.0%6820.0%0.00%0.0%
Q1 2016$21,0006820.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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