Ruggaard & Associates LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Ruggaard & Associates LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$659,085
-2.2%
10,381
+2.7%
0.39%
-0.5%
Q2 2023$673,710
+21.6%
10,107
+13.7%
0.39%
+15.2%
Q1 2023$554,1848,8900.34%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 903,991$59,537,00013.64%
Prestige Wealth Management Group LLC 828,549$54,568,00013.04%
Private Wealth Strategies, L.L.C. 721,493$47,501,00010.95%
Legacy Wealth Planning, LLC 116,045$7,643,0008.72%
Clearwater Capital Advisors, LLC 1,172,309$77,208,0008.52%
KB FINANCIAL PARTNERS, LLC 433,059$28,521,0008.19%
TAIYO LIFE INSURANCE CO 850,000$55,981,0007.98%
Astoria Portfolio Advisors LLC. 131,391$8,653,0006.86%
JD Financial Services Inc. 119,513$7,871,0006.49%
WEALTH MANAGEMENT RESOURCES, INC. 138,585$9,127,0005.88%
View complete list of WISDOMTREE TR shareholders