WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $294,000 | -19.9% | 5,461 | -14.8% | 0.01% | -12.5% |
Q2 2022 | $367,000 | +19.2% | 6,412 | +32.4% | 0.01% | +33.3% |
Q1 2022 | $308,000 | -3.4% | 4,844 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $319,000 | -4.5% | 4,844 | -14.6% | 0.01% | 0.0% |
Q3 2021 | $334,000 | +15.6% | 5,674 | +17.1% | 0.01% | +20.0% |
Q2 2021 | $289,000 | -13.0% | 4,844 | -16.5% | 0.01% | -16.7% |
Q1 2021 | $332,000 | +6.1% | 5,800 | 0.0% | 0.01% | +20.0% |
Q4 2020 | $313,000 | +8.7% | 5,800 | 0.0% | 0.01% | -37.5% |
Q3 2020 | $288,000 | +9.1% | 5,800 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $264,000 | +16.8% | 5,800 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $226,000 | -19.6% | 5,800 | 0.0% | 0.01% | +14.3% |
Q4 2019 | $281,000 | +7.3% | 5,800 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $262,000 | +3.6% | 5,800 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $253,000 | +1.2% | 5,800 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $250,000 | +12.6% | 5,800 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $222,000 | – | 5,800 | – | 0.01% | – |
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% |