WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 103 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $436,357 | +2.4% | 5,590 | 0.0% | 0.02% | +4.2% |
| Q1 2024 | $425,959 | +8.4% | 5,590 | 0.0% | 0.02% | +4.3% |
| Q4 2023 | $392,917 | +10.7% | 5,590 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $354,956 | -4.8% | 5,590 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $372,679 | +6.9% | 5,590 | 0.0% | 0.02% | +4.3% |
| Q1 2023 | $348,527 | +3.3% | 5,590 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $337,457 | +12.1% | 5,590 | 0.0% | 0.02% | +9.5% |
| Q3 2022 | $301,000 | -5.9% | 5,590 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $320,000 | -9.9% | 5,590 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $355,000 | -3.5% | 5,590 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $368,000 | +12.2% | 5,590 | 0.0% | 0.02% | +9.1% |
| Q3 2021 | $328,000 | -1.5% | 5,590 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $333,000 | +4.4% | 5,590 | 0.0% | 0.02% | +109.1% |
| Q1 2021 | $319,000 | +6.0% | 5,590 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $301,000 | -0.7% | 5,590 | -8.6% | 0.01% | -14.3% |
| Q3 2020 | $303,000 | +9.0% | 6,115 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $278,000 | +6.9% | 6,115 | -8.6% | 0.01% | -13.3% |
| Q1 2020 | $260,000 | -19.8% | 6,694 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $324,000 | +7.6% | 6,694 | -0.0% | 0.02% | +6.7% |
| Q3 2019 | $301,000 | +3.1% | 6,695 | +0.0% | 0.02% | 0.0% |
| Q2 2019 | $292,000 | +1.4% | 6,694 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $288,000 | -44.7% | 6,694 | -50.8% | 0.02% | -51.6% |
| Q4 2018 | $521,000 | -13.6% | 13,600 | -0.0% | 0.03% | -8.8% |
| Q3 2018 | $603,000 | +6.2% | 13,601 | -1.8% | 0.03% | +3.0% |
| Q2 2018 | $568,000 | +6.2% | 13,851 | +4.4% | 0.03% | -2.9% |
| Q1 2018 | $535,000 | -16.1% | 13,272 | -13.9% | 0.03% | -12.8% |
| Q4 2017 | $638,000 | +8.5% | 15,409 | 0.0% | 0.04% | +5.4% |
| Q3 2017 | $588,000 | -0.2% | 15,409 | -3.7% | 0.04% | -5.1% |
| Q2 2017 | $589,000 | – | 16,009 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |