Herold Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,307,197
+0.4%
36,339
+5.4%
0.70%
-0.3%
Q2 2023$2,298,627
+61.8%
34,483
+51.3%
0.70%
+43.4%
Q1 2023$1,420,374
-2.8%
22,784
-5.9%
0.49%
-20.7%
Q4 2022$1,460,942
+13.5%
24,204
+1.4%
0.62%0.0%
Q3 2022$1,287,000
-5.2%
23,879
+0.8%
0.62%
+2.3%
Q2 2022$1,357,000
-99.9%
23,685
+4.0%
0.60%
+17.2%
Q1 2022$1,450,062,000
+93998.8%
22,774
-2.7%
0.52%
-13.9%
Q4 2021$1,541,000
+11.9%
23,404
+0.0%
0.60%
+11.8%
Q3 2021$1,377,00023,4030.54%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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