National Wealth Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2022
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