CoreCap Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$557,512
+79431.0%
9,236
-28.9%
0.04%
-32.2%
Q3 2022$701
-99.9%
12,993
+28.8%
0.06%
+31.1%
Q2 2022$578,000
-25.3%
10,089
-17.0%
0.04%
-15.1%
Q1 2022$774,000
-5.6%
12,159
-2.4%
0.05%
-3.6%
Q4 2021$820,00012,4520.06%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders