WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. 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% | – |
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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% |