National Wealth Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$219,891
-11.3%
3,643
-20.8%
0.26%
-18.0%
Q3 2022$247,963
-16.2%
4,600
-10.9%
0.32%
-13.7%
Q2 2022$295,731
-38.2%
5,160
-29.0%
0.37%
-16.7%
Q4 2021$478,4427,2650.45%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders