Everhart Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$202,113
-53.2%
3,032
-57.6%
0.08%
-61.3%
Q4 2022$431,876
+106.6%
7,155
+96.2%
0.22%
+70.9%
Q2 2022$209,000
-4.6%
3,647
+6.3%
0.13%0.0%
Q1 2022$219,000
+5.3%
3,432
-5.6%
0.13%
-30.6%
Q1 2021$208,0003,6360.18%
Other shareholders
WISDOMTREE TR shareholders Q1 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