American Portfolios Advisors - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.

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Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$20,639
-5.6%
383
+0.3%
0.00%0.0%
Q2 2022$21,866
-29.4%
382
-21.4%
0.00%0.0%
Q1 2022$30,962
-3.2%
4860.0%0.00%0.0%
Q4 2021$31,975
-27.4%
486
-35.0%
0.00%
-50.0%
Q3 2021$44,036
-1.3%
748
+0.1%
0.00%0.0%
Q2 2021$44,598
+4.5%
747
+0.1%
0.00%0.0%
Q1 2021$42,683
+2.7%
746
-3.1%
0.00%0.0%
Q4 2020$41,571
-10.7%
770
-18.0%
0.00%
-33.3%
Q3 2020$46,552
+141.2%
939
+121.5%
0.00%
+200.0%
Q2 2020$19,301
+17.1%
4240.0%0.00%0.0%
Q1 2020$16,484
+63.5%
424
+103.8%
0.00%0.0%
Q4 2019$10,085
+7.8%
208
+0.5%
0.00%0.0%
Q3 2019$9,354
-42.7%
207
-44.7%
0.00%0.0%
Q2 2019$16,311
+1.6%
374
+0.3%
0.00%
-50.0%
Q1 2019$16,061
-44.4%
373
-50.5%
0.00%
-50.0%
Q4 2018$28,862
+514.2%
753
+610.4%
0.00%
+300.0%
Q3 2018$4,699
+7.1%
106
-0.9%
0.00%0.0%
Q2 2018$4,388
+1.6%
1070.0%0.00%0.0%
Q1 2018$4,319
-1.7%
107
+0.9%
0.00%0.0%
Q4 2017$4,392–106–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2019
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