CASTLE WEALTH MANAGEMENT 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
CASTLE WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,000
-33.3%
460.0%0.00%
-50.0%
Q2 2022$3,000460.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,839$344,315,00023.47%
Choice Wealth Advisors, LLC 358,468$19,325,00016.16%
Prestige Wealth Management Group LLC 897,610$48,390,00013.60%
Aspire Capital Advisors LLC 281,053$15,152,00012.01%
Spinnaker Investment Group, LLC 523,898$28,269,00011.07%
Legacy Wealth Planning, LLC 123,570$6,662,00011.02%
Private Wealth Strategies, L.L.C. 676,405$36,473,00010.64%
KB FINANCIAL PARTNERS, LLC 535,124$28,849,00010.32%
WADDELL & ASSOCIATES, LLC 896,528$48,332,0009.35%
Clearwater Capital Advisors, LLC 1,168,849$63,013,0008.70%
View complete list of WISDOMTREE TR shareholders