WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,833 | +17.4% | 28,877 | +23.3% | 0.18% | -12.2% |
| Q2 2023 | $1,561 | +13.4% | 23,419 | +6.0% | 0.20% | +1.0% |
| Q1 2023 | $1,377 | +15.2% | 22,090 | +11.5% | 0.20% | +4.1% |
| Q4 2022 | $1,195 | -99.7% | 19,810 | +199.6% | 0.20% | +186.8% |
| Q3 2022 | $356,000 | +24.0% | 6,612 | +35.4% | 0.07% | -2.9% |
| Q3 2021 | $287,000 | -16.6% | 4,882 | -15.3% | 0.07% | -18.6% |
| Q2 2021 | $344,000 | +4.6% | 5,762 | 0.0% | 0.09% | -5.5% |
| Q1 2021 | $329,000 | +6.1% | 5,762 | 0.0% | 0.09% | -5.2% |
| Q4 2020 | $310,000 | +11.5% | 5,762 | +2.6% | 0.10% | -8.6% |
| Q3 2020 | $278,000 | +8.6% | 5,618 | 0.0% | 0.10% | -1.9% |
| Q2 2020 | $256,000 | +16.9% | 5,618 | 0.0% | 0.11% | +37.2% |
| Q1 2020 | $219,000 | – | 5,618 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |