WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $309,000 | -40.9% | 5,183 | -46.6% | 0.17% | -54.3% |
| Q4 2020 | $523,000 | -62.8% | 9,699 | -72.2% | 0.36% | -80.7% |
| Q1 2019 | $1,406,000 | +169.9% | 34,845 | +156.4% | 1.88% | +78.1% |
| Q4 2018 | $521,000 | -62.0% | 13,590 | -56.0% | 1.05% | -39.4% |
| Q3 2018 | $1,370,000 | -2.2% | 30,913 | -9.5% | 1.74% | -11.2% |
| Q2 2018 | $1,401,000 | -0.4% | 34,161 | -2.0% | 1.96% | +2.9% |
| Q1 2018 | $1,406,000 | -10.3% | 34,845 | -7.9% | 1.90% | -15.4% |
| Q4 2017 | $1,567,000 | – | 37,828 | – | 2.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |