WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,666 | -33.5% | 231 | -30.2% | 0.00% | 0.0% |
| Q2 2023 | $22,064 | +53.2% | 331 | +43.3% | 0.00% | 0.0% |
| Q1 2023 | $14,401 | +3.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,943 | +16.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | +100.0% | 231 | +100.9% | 0.00% | – |
| Q2 2019 | $5,000 | – | 115 | – | 0.00% | – |
Download | ||||||
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% |