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 6,386,923$385,514,67024.92%
Choice Wealth Advisors, LLC 347,475$20,973,61715.74%
Prestige Wealth Management Group LLC 901,386$54,407,65314.18%
CONTINUUM WEALTH ADVISORS, LLC 203,510$12,283,86412.20%
Spinnaker Investment Group, LLC 533,425$32,197,53111.45%
Private Wealth Strategies, L.L.C. 692,275$41,786,64611.15%
Aspire Capital Advisors LLC 317,899$19,188,38210.93%
AVAII WEALTH MANAGEMENT, LLC 191,215$11,541,74210.32%
PALO ALTO WEALTH ADVISORS, LLC 193,850$11,700,7869.97%
KB FINANCIAL PARTNERS, LLC 459,114$27,7129.46%
View complete list of WISDOMTREE TR shareholders