Rappaport Reiches Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.

Quarter-by-quarter ownership
Rappaport Reiches Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$215,295
-4.8%
3,3910.0%0.09%
-3.2%
Q2 2023$226,044
+6.9%
3,3910.0%0.09%0.0%
Q1 2023$211,395
+3.3%
3,3910.0%0.09%
-6.9%
Q4 2022$204,6813,3910.10%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders