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 2023 | $984 | -72.9% | 15,500 | -71.6% | 0.00% | -60.0% |
Q2 2023 | $3,633 | +273.4% | 54,500 | +249.4% | 0.01% | +400.0% |
Q1 2023 | $973 | +96.6% | 15,600 | +90.2% | 0.00% | 0.0% |
Q4 2022 | $495 | -99.9% | 8,200 | +57.7% | 0.00% | – |
Q1 2022 | $331,000 | -60.1% | 5,200 | -58.7% | 0.00% | -100.0% |
Q4 2021 | $830,000 | +220.5% | 12,600 | +186.4% | 0.00% | – |
Q3 2021 | $259,000 | -74.8% | 4,400 | -75.6% | 0.00% | -100.0% |
Q1 2021 | $1,029,000 | +197.4% | 18,000 | +136.8% | 0.00% | – |
Q2 2020 | $346,000 | -62.4% | 7,600 | -60.0% | 0.00% | -100.0% |
Q4 2019 | $921,000 | +98.9% | 19,000 | +79.2% | 0.00% | – |
Q2 2019 | $463,000 | +89.0% | 10,600 | +86.0% | 0.00% | – |
Q1 2019 | $245,000 | -31.8% | 5,700 | -29.6% | 0.00% | – |
Q3 2018 | $359,000 | +39.7% | 8,100 | +30.6% | 0.00% | – |
Q4 2017 | $257,000 | – | 6,200 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |