RETIREMENT GUYS FORMULA LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.

Quarter-by-quarter ownership
RETIREMENT GUYS FORMULA LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,114,936
-10.9%
33,311
-6.5%
1.47%
+7.1%
Q2 2023$2,374,037
+15.3%
35,614
+7.9%
1.38%
-6.8%
Q1 2023$2,058,529
+4.4%
33,021
+1.1%
1.48%
-8.8%
Q4 2022$1,972,32332,6761.62%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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