WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,316,000 | -1.6% | 42,967 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $2,353,000 | -7.7% | 41,056 | +2.6% | 0.00% | 0.0% |
| Q1 2022 | $2,548,000 | +39.2% | 40,030 | +44.0% | 0.00% | +50.0% |
| Q4 2021 | $1,831,000 | +10.3% | 27,805 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $1,660,000 | -4.3% | 28,211 | -3.0% | 0.00% | 0.0% |
| Q2 2021 | $1,735,000 | +4.5% | 29,078 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $1,661,000 | -45.7% | 29,042 | -48.8% | 0.00% | 0.0% |
| Q4 2020 | $3,058,000 | +127.5% | 56,670 | +109.1% | 0.00% | 0.0% |
| Q3 2020 | $1,344,000 | +18.3% | 27,108 | +8.6% | 0.00% | 0.0% |
| Q2 2020 | $1,136,000 | +19.0% | 24,966 | +1.8% | 0.00% | 0.0% |
| Q1 2020 | $955,000 | -15.9% | 24,533 | +4.7% | 0.00% | 0.0% |
| Q4 2019 | $1,136,000 | +12.5% | 23,428 | +4.6% | 0.00% | 0.0% |
| Q3 2019 | $1,010,000 | +12.0% | 22,404 | +8.4% | 0.00% | 0.0% |
| Q2 2019 | $902,000 | -27.5% | 20,671 | -28.4% | 0.00% | -33.3% |
| Q1 2019 | $1,244,000 | +11.5% | 28,890 | -0.8% | 0.00% | 0.0% |
| Q4 2018 | $1,116,000 | +5.9% | 29,115 | +22.4% | 0.00% | +50.0% |
| Q3 2018 | $1,054,000 | +2.5% | 23,779 | -5.1% | 0.00% | 0.0% |
| Q2 2018 | $1,028,000 | +1.6% | 25,059 | -0.1% | 0.00% | +100.0% |
| Q1 2018 | $1,012,000 | +273.4% | 25,094 | +283.5% | 0.00% | 0.0% |
| Q4 2017 | $271,000 | -9.7% | 6,543 | -27.4% | 0.00% | 0.0% |
| Q4 2016 | $300,000 | – | 9,009 | – | 0.00% | – |
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% |