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 2023 | $381 | -4.8% | 6,000 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $400 | +7.0% | 6,000 | 0.0% | 0.06% | +8.8% |
| Q1 2023 | $374 | +3.3% | 6,000 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $362 | -99.9% | 6,000 | 0.0% | 0.05% | +20.5% |
| Q3 2022 | $323,000 | -6.1% | 6,000 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $344,000 | -9.9% | 6,000 | 0.0% | 0.04% | +7.5% |
| Q1 2022 | $382,000 | -3.3% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $395,000 | +11.9% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $353,000 | -1.4% | 6,000 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $358,000 | +4.4% | 6,000 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $343,000 | +5.9% | 6,000 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $324,000 | -68.9% | 6,000 | -71.4% | 0.04% | -74.5% |
| Q3 2020 | $1,041,000 | +9.0% | 21,000 | 0.0% | 0.16% | -14.7% |
| Q2 2020 | $955,000 | +16.9% | 21,000 | 0.0% | 0.18% | +1.1% |
| Q1 2020 | $817,000 | -19.7% | 21,000 | 0.0% | 0.18% | -5.7% |
| Q4 2019 | $1,018,000 | +7.5% | 21,000 | 0.0% | 0.19% | +10.3% |
| Q3 2019 | $947,000 | +3.3% | 21,000 | 0.0% | 0.18% | -7.9% |
| Q2 2019 | $917,000 | +1.4% | 21,000 | 0.0% | 0.19% | -3.6% |
| Q1 2019 | $904,000 | +12.3% | 21,000 | 0.0% | 0.20% | +2.1% |
| Q4 2018 | $805,000 | – | 21,000 | – | 0.19% | – |
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% |