EPG Wealth Management LLC - 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
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$205,598
-2.1%
3,084
-3.1%
0.06%
-17.6%
Q4 2021$210,000
+12.3%
3,183
+0.1%
0.07%
-1.3%
Q3 2021$187,000
+228.1%
3,179
+118.3%
0.08%
+78.6%
Q1 2020$57,000
+338.5%
1,456
+439.3%
0.04%
+320.0%
Q4 2019$13,0002700.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders