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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $14,268,000 | +20.6% | 295,252 | +12.5% | 0.09% | +9.8% |
| Q3 2019 | $11,835,000 | +117.4% | 262,465 | +110.6% | 0.08% | +110.3% |
| Q2 2019 | $5,445,000 | +56.6% | 124,635 | +54.5% | 0.04% | +44.4% |
| Q1 2019 | $3,478,000 | -22.8% | 80,666 | -31.3% | 0.03% | -34.1% |
| Q4 2018 | $4,503,000 | +11.9% | 117,462 | +29.4% | 0.04% | +20.6% |
| Q3 2018 | $4,024,000 | +50.5% | 90,774 | +37.0% | 0.03% | +36.0% |
| Q2 2018 | $2,674,000 | 0.0% | 66,251 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,674,000 | +260.4% | 66,251 | +270.1% | 0.02% | +257.1% |
| Q4 2017 | $742,000 | +19.5% | 17,903 | +9.9% | 0.01% | 0.0% |
| Q3 2017 | $621,000 | +21.5% | 16,291 | +17.5% | 0.01% | +16.7% |
| Q2 2017 | $511,000 | +31.4% | 13,866 | +26.6% | 0.01% | +20.0% |
| Q1 2017 | $389,000 | +131.5% | 10,951 | +117.8% | 0.01% | +150.0% |
| Q4 2016 | $168,000 | +52.7% | 5,028 | +47.8% | 0.00% | 0.0% |
| Q3 2016 | $110,000 | -17.9% | 3,402 | -19.8% | 0.00% | 0.0% |
| Q2 2016 | $134,000 | -29.1% | 4,241 | -29.7% | 0.00% | -33.3% |
| Q1 2016 | $189,000 | +2.2% | 6,036 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $185,000 | -7.0% | 6,113 | -12.2% | 0.00% | -25.0% |
| Q3 2015 | $199,000 | +6.4% | 6,965 | +15.9% | 0.00% | +33.3% |
| Q2 2015 | $187,000 | -43.3% | 6,012 | -43.3% | 0.00% | -50.0% |
| Q1 2015 | $330,000 | +0.3% | 10,597 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $329,000 | – | 10,597 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |