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 | $476,175 | -4.8% | 7,500 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $499,950 | +6.9% | 7,500 | 0.0% | 0.11% | -5.2% |
Q1 2023 | $467,550 | +3.3% | 7,500 | 0.0% | 0.12% | -11.5% |
Q4 2022 | $452,700 | +12.1% | 7,500 | 0.0% | 0.13% | +31.3% |
Q3 2022 | $404,000 | -6.0% | 7,500 | 0.0% | 0.10% | -2.0% |
Q2 2022 | $430,000 | -17.6% | 7,500 | -8.5% | 0.10% | +13.5% |
Q1 2022 | $522,000 | -3.3% | 8,200 | 0.0% | 0.09% | +1.1% |
Q4 2021 | $540,000 | +12.0% | 8,200 | 0.0% | 0.09% | +20.5% |
Q3 2021 | $482,000 | -1.4% | 8,200 | 0.0% | 0.07% | +9.0% |
Q2 2021 | $489,000 | +4.3% | 8,200 | 0.0% | 0.07% | -4.3% |
Q1 2021 | $469,000 | +6.1% | 8,200 | 0.0% | 0.07% | +2.9% |
Q4 2020 | $442,000 | +8.9% | 8,200 | 0.0% | 0.07% | -6.8% |
Q3 2020 | $406,000 | +8.8% | 8,200 | 0.0% | 0.07% | -6.4% |
Q2 2020 | $373,000 | +16.9% | 8,200 | 0.0% | 0.08% | -11.4% |
Q1 2020 | $319,000 | -30.7% | 8,200 | -13.7% | 0.09% | -5.4% |
Q4 2019 | $460,000 | +7.5% | 9,500 | 0.0% | 0.09% | -13.9% |
Q3 2019 | $428,000 | +3.1% | 9,500 | 0.0% | 0.11% | +18.7% |
Q2 2019 | $415,000 | +1.5% | 9,500 | 0.0% | 0.09% | +2.2% |
Q1 2019 | $409,000 | +6.8% | 9,500 | -5.0% | 0.09% | -16.0% |
Q4 2018 | $383,000 | -13.5% | 10,000 | 0.0% | 0.11% | +24.7% |
Q3 2018 | $443,000 | +8.0% | 10,000 | 0.0% | 0.08% | +2.4% |
Q2 2018 | $410,000 | +1.5% | 10,000 | 0.0% | 0.08% | +2.5% |
Q1 2018 | $404,000 | -2.4% | 10,000 | 0.0% | 0.08% | -3.6% |
Q4 2017 | $414,000 | +8.4% | 10,000 | 0.0% | 0.08% | +9.1% |
Q3 2017 | $382,000 | – | 10,000 | – | 0.08% | – |
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% |