WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,393,000 | +6.0% | 1,045,726 | +11.3% | 0.02% | +12.5% |
| Q2 2023 | $62,608,000 | +14.8% | 939,204 | +7.4% | 0.02% | +6.7% |
| Q1 2023 | $54,521,000 | +5.3% | 874,575 | +1.9% | 0.02% | 0.0% |
| Q4 2022 | $51,785,000 | +8.7% | 857,944 | -2.9% | 0.02% | 0.0% |
| Q3 2022 | $47,628,000 | -5.7% | 883,482 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $50,521,000 | -8.2% | 881,529 | +2.0% | 0.02% | +7.1% |
| Q1 2022 | $55,017,000 | -1.3% | 864,093 | +2.1% | 0.01% | +7.7% |
| Q4 2021 | $55,729,000 | +12.3% | 846,187 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $49,617,000 | -1.5% | 843,258 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $50,391,000 | +2.5% | 844,481 | -1.8% | 0.01% | -7.1% |
| Q1 2021 | $49,173,000 | +17.6% | 859,817 | +10.9% | 0.01% | +16.7% |
| Q4 2020 | $41,831,000 | +12.7% | 775,214 | +3.6% | 0.01% | -7.7% |
| Q3 2020 | $37,106,000 | +26.8% | 748,558 | +16.4% | 0.01% | +8.3% |
| Q2 2020 | $29,262,000 | +7.7% | 643,247 | -7.9% | 0.01% | -7.7% |
| Q1 2020 | $27,182,000 | +13.2% | 698,603 | +41.1% | 0.01% | +44.4% |
| Q4 2019 | $24,007,000 | +18.8% | 495,280 | +10.5% | 0.01% | +12.5% |
| Q3 2019 | $20,206,000 | +5.7% | 448,118 | +2.3% | 0.01% | 0.0% |
| Q2 2019 | $19,117,000 | +4.1% | 437,959 | +2.7% | 0.01% | 0.0% |
| Q1 2019 | $18,370,000 | +33.5% | 426,647 | +18.9% | 0.01% | +14.3% |
| Q4 2018 | $13,758,000 | -2.6% | 358,937 | +12.7% | 0.01% | +16.7% |
| Q3 2018 | $14,120,000 | +18.2% | 318,536 | +9.4% | 0.01% | +20.0% |
| Q2 2018 | $11,943,000 | +10.6% | 291,231 | +8.9% | 0.01% | 0.0% |
| Q1 2018 | $10,795,000 | +400.7% | 267,470 | +414.1% | 0.01% | +400.0% |
| Q4 2017 | $2,156,000 | +27.0% | 52,024 | +17.1% | 0.00% | 0.0% |
| Q3 2017 | $1,697,000 | -7.1% | 44,435 | -10.5% | 0.00% | 0.0% |
| Q2 2017 | $1,827,000 | +43.4% | 49,653 | +38.4% | 0.00% | 0.0% |
| Q1 2017 | $1,274,000 | +13.2% | 35,887 | +6.1% | 0.00% | 0.0% |
| Q4 2016 | $1,125,000 | +10.1% | 33,809 | +6.9% | 0.00% | 0.0% |
| Q3 2016 | $1,022,000 | +15.1% | 31,635 | +12.5% | 0.00% | 0.0% |
| Q2 2016 | $888,000 | -34.2% | 28,125 | -34.8% | 0.00% | 0.0% |
| Q1 2016 | $1,349,000 | +37.4% | 43,141 | +33.3% | 0.00% | 0.0% |
| Q4 2015 | $982,000 | -60.7% | 32,352 | -63.0% | 0.00% | -50.0% |
| Q3 2015 | $2,499,000 | +109.6% | 87,337 | +127.3% | 0.00% | +100.0% |
| Q2 2015 | $1,192,000 | -43.3% | 38,419 | -42.8% | 0.00% | 0.0% |
| Q1 2015 | $2,103,000 | +64.6% | 67,204 | +63.5% | 0.00% | 0.0% |
| Q4 2014 | $1,278,000 | +75.5% | 41,098 | +65.3% | 0.00% | – |
| Q3 2014 | $728,000 | +98.4% | 24,858 | +96.5% | 0.00% | – |
| Q2 2014 | $367,000 | -54.5% | 12,652 | -56.1% | 0.00% | -100.0% |
| Q1 2014 | $807,000 | -51.9% | 28,832 | -52.1% | 0.00% | 0.0% |
| Q4 2013 | $1,679,000 | +218.0% | 60,248 | +188.6% | 0.00% | – |
| Q3 2013 | $528,000 | -65.9% | 20,874 | -67.4% | 0.00% | -100.0% |
| Q2 2013 | $1,550,000 | – | 64,128 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |