OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$10,000
-9.1%
1900.0%0.01%
-16.7%
Q2 2022$11,000
-8.3%
1900.0%0.01%
+20.0%
Q1 2022$12,000
-7.7%
1900.0%0.01%0.0%
Q4 2021$13,000
+18.2%
1900.0%0.01%0.0%
Q3 2021$11,0000.0%1900.0%0.01%
+66.7%
Q2 2021$11,0000.0%1900.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1900.0%0.00%0.0%
Q4 2020$10,000
-61.5%
190
-63.1%
0.00%
-66.7%
Q3 2020$26,000
-39.5%
515
-45.2%
0.01%
-40.0%
Q2 2020$43,000
-70.1%
939
-74.5%
0.02%
-74.6%
Q1 2020$144,000
-91.8%
3,689
-89.8%
0.06%
-88.7%
Q4 2019$1,757,000
+4.8%
36,256
-2.5%
0.52%
-1.5%
Q3 2019$1,677,000
+1.2%
37,200
-2.0%
0.53%
-1.5%
Q2 2019$1,657,000
+4.3%
37,965
+2.9%
0.54%
+2.9%
Q1 2019$1,589,000
+10.3%
36,890
-1.9%
0.52%
+5.2%
Q4 2018$1,441,000
-10.2%
37,590
+3.9%
0.50%
+12.0%
Q3 2018$1,604,000
+6.7%
36,173
-1.3%
0.44%
+2.3%
Q2 2018$1,503,000
-5.4%
36,659
-6.9%
0.43%
-7.3%
Q1 2018$1,589,000
+46.2%
39,361
+50.0%
0.47%
+35.0%
Q4 2017$1,087,000
+30.6%
26,244
+20.4%
0.35%
+24.0%
Q3 2017$832,000
+7.9%
21,801
+4.0%
0.28%
+4.5%
Q2 2017$771,000
+3.8%
20,970
+0.1%
0.27%
+1.5%
Q1 2017$743,000
+8.6%
20,941
+1.9%
0.26%
+2.3%
Q4 2016$684,000
+3.2%
20,552
+0.1%
0.26%
+3.2%
Q3 2016$663,000
-3.9%
20,530
-6.1%
0.25%
-7.1%
Q2 2016$690,000
+1.0%
21,8550.0%0.27%
-0.4%
Q1 2016$683,000
+3.0%
21,8550.0%0.27%
+5.1%
Q4 2015$663,000
+11.2%
21,855
+4.9%
0.26%
+6.2%
Q3 2015$596,000
+1.4%
20,825
+10.7%
0.24%
+29.6%
Q1 2015$588,000
+31.0%
18,805
+30.1%
0.19%
+29.2%
Q4 2014$449,00014,4550.14%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,283,107$485,491,90033.88%
Lauer Wealth, LLC 258,723$17,559,54918.15%
Choice Wealth Advisors, LLC 341,740$22,780,35715.50%
Prestige Wealth Management Group LLC 785,967$52,392,57812.41%
Spinnaker Investment Group, LLC 559,854$37,402,66812.32%
Astoria Portfolio Advisors LLC. 436,694$29,241,02811.32%
Private Wealth Strategies, L.L.C. 691,653$46,105,56811.08%
PALO ALTO WEALTH ADVISORS, LLC 206,434$13,760,89010.98%
Aspire Capital Advisors LLC 329,876$21,989,52310.68%
CONTINUUM WEALTH ADVISORS, LLC 211,833$14,120,78810.00%
View complete list of WISDOMTREE TR shareholders