Founders Financial Alliance, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$170,000
+11.8%
2,5770.0%0.07%
-4.2%
Q3 2021$152,000
-1.3%
2,5770.0%0.07%
+1.4%
Q2 2021$154,000
-3.1%
2,577
-4.7%
0.07%
-10.3%
Q1 2021$159,000
+32.5%
2,705
+13.2%
0.08%
+8.3%
Q3 2020$120,0002,3890.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 891,008$51,064,00013.85%
Aspire Capital Advisors LLC 274,349$15,723,00011.92%
Hamilton Capital, LLC 3,160,451$181,125,00011.42%
Private Wealth Strategies, L.L.C. 677,235$38,822,00010.81%
Spinnaker Investment Group, LLC 461,119$26,427,00010.77%
Legacy Wealth Planning, LLC 127,146$7,287,00010.45%
WADDELL & ASSOCIATES, LLC 894,745$51,278,00010.44%
KB FINANCIAL PARTNERS, LLC 478,800$27,440,0009.48%
AVAII WEALTH MANAGEMENT, LLC 149,415$8,563,0009.16%
Clearwater Capital Advisors, LLC 1,126,857$64,580,0008.82%
View complete list of WISDOMTREE TR shareholders