Catalina Capital Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 600 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Catalina Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$5,959,815
+9.2%
76,359
+6.6%
2.24%
-1.4%
Q1 2024$5,459,469
+8.5%
71,656
+0.1%
2.27%
-32.7%
Q4 2023$5,033,16871,6163.37%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 656,319$32,357,00017.18%
Legacy Wealth Planning, LLC 237,599$11,778,00013.46%
Prestige Wealth Management Group LLC 652,652$32,352,0009.77%
TAIYO LIFE INSURANCE CO 850,000$42,135,0008.46%
Clearwater Capital Advisors, LLC 1,023,438$50,732,0007.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 185,245$9,183,0006.04%
BEACON FINANCIAL GROUP 609,072$30,192,0005.40%
One Capital Management, LLC 767,904$38,065,0005.19%
Stratos Investment Management, LLC 236,694$11,733,0004.26%
RVW Wealth, LLC 487,558$24,168,0004.08%
View complete list of WISDOMTREE TR shareholders