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 | $793,435 | -4.9% | 12,497 | -0.1% | 0.09% | -7.9% |
| Q2 2023 | $834,050 | +6.9% | 12,512 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $779,998 | +0.4% | 12,512 | -2.8% | 0.10% | +2.0% |
| Q4 2022 | $777,256 | -9.8% | 12,877 | -19.4% | 0.10% | -14.5% |
| Q3 2022 | $862,000 | -12.0% | 15,984 | -6.5% | 0.12% | -10.0% |
| Q2 2022 | $980,000 | -12.4% | 17,104 | -2.7% | 0.13% | +3.2% |
| Q1 2022 | $1,119,000 | -6.0% | 17,573 | -2.8% | 0.13% | +1.6% |
| Q4 2021 | $1,190,000 | +82.5% | 18,075 | +63.0% | 0.12% | +74.6% |
| Q3 2021 | $652,000 | -5.1% | 11,087 | -3.6% | 0.07% | -7.8% |
| Q2 2021 | $687,000 | +5.9% | 11,506 | +1.4% | 0.08% | -8.3% |
| Q1 2021 | $649,000 | +3.2% | 11,342 | -2.7% | 0.08% | -4.5% |
| Q4 2020 | $629,000 | +4.1% | 11,654 | -4.3% | 0.09% | -13.7% |
| Q3 2020 | $604,000 | +9.6% | 12,181 | +0.6% | 0.10% | 0.0% |
| Q2 2020 | $551,000 | – | 12,111 | – | 0.10% | – |
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% |