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 684,554$40,279,00015.99%
Prestige Wealth Management Group LLC 797,876$46,947,00012.02%
Private Wealth Strategies, L.L.C. 692,172$40,716,00010.20%
Legacy Wealth Planning, LLC 141,835$8,346,0009.35%
KB FINANCIAL PARTNERS, LLC 395,963$23,298,0008.53%
Clearwater Capital Advisors, LLC 1,166,158$68,617,0007.95%
TAIYO LIFE INSURANCE CO 850,000$50,014,0007.89%
JD Financial Services Inc. 104,678$6,159,0005.62%
EisnerAmper Wealth Management Corporate Benefits, LLC 182,640$10,747,0005.41%
RVW Wealth, LLC 592,622$35,000,0004.21%
View complete list of WISDOMTREE TR shareholders