Gateway Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 504 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,680,788
+13.2%
21,535
+10.5%
0.51%
-4.7%
Q1 2024$1,484,891
+54.6%
19,489
+42.6%
0.53%
+37.7%
Q4 2023$960,625
+358.8%
13,669
+314.5%
0.39%
+918.4%
Q3 2023$209,3853,2980.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,102,602$554,358,05442.10%
Team Financial Group, LLC 333,549$26,033,53816.73%
IAM Advisory, LLC 772,359$60,282,60816.34%
Choice Wealth Advisors, LLC 333,082$25,997,04213.79%
Fiduciary Planning LLC 483,617$37,746,30013.51%
Spinnaker Investment Group, LLC 569,993$44,487,94212.26%
Prestige Wealth Management Group LLC 671,769$52,431,57011.32%
Private Wealth Strategies, L.L.C. 722,050$56,355,99711.31%
PALO ALTO WEALTH ADVISORS, LLC 205,530$16,041,64011.09%
Boyce & Associates Wealth Consulting, Inc. 120,233$9,384,15011.02%
View complete list of WISDOMTREE TR shareholders