Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$30,125,434
-6.4%
474,491
-1.7%
0.30%
-8.1%
Q2 2023$32,173,716
+9.4%
482,654
+2.3%
0.32%
+0.9%
Q1 2023$29,399,456
-3.8%
471,599
-6.8%
0.32%
+17.3%
Q4 2022$30,557,310
-99.9%
506,251
-47.0%
0.27%
-1.4%
Q3 2022$25,794,769,000
+84611.9%
956,012
+79.9%
0.28%
-11.8%
Q2 2022$30,450,000
-28.2%
531,321
-20.2%
0.31%
-29.0%
Q1 2022$42,389,000
+5.8%
665,755
+9.4%
0.44%
+8.6%
Q4 2021$40,083,000
+28.1%
608,604
+14.5%
0.41%
+29.7%
Q3 2021$31,280,000
+0.8%
531,617
+2.3%
0.31%
-11.1%
Q2 2021$31,022,000
+7.9%
519,888
+3.4%
0.35%
-3.6%
Q1 2021$28,755,000
-7.9%
502,793
-13.8%
0.36%
+0.8%
Q4 2020$31,230,000
-99.8%
583,081
+67.7%
0.36%
+12.8%
Q3 2020$17,184,000,000347,6350.32%
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