ShoreHaven Wealth Partners, 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
ShoreHaven Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$2,504,000
-27.4%
43,709
-19.4%
1.80%
-1.3%
Q1 2022$3,450,000
-3.4%
54,201
-0.1%
1.82%
+2.9%
Q4 2021$3,573,000
+11.8%
54,265
-0.1%
1.77%
+6.3%
Q3 2021$3,195,000
-3.0%
54,316
-1.6%
1.66%
-5.9%
Q2 2021$3,293,000
+5.2%
55,189
+0.8%
1.77%
+4.4%
Q1 2021$3,130,000
+8.6%
54,732
+2.5%
1.70%
+5.2%
Q4 2020$2,881,00053,3971.61%
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