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 | $1,803 | -4.8% | 28,410 | 0.0% | 1.18% | -0.8% |
| Q2 2023 | $1,893 | +6.9% | 28,410 | 0.0% | 1.19% | -1.9% |
| Q1 2023 | $1,771 | +41.8% | 28,410 | +37.2% | 1.22% | +29.6% |
| Q4 2022 | $1,249 | -99.9% | 20,705 | 0.0% | 0.94% | +19.8% |
| Q3 2022 | $1,116,000 | -5.9% | 20,705 | 0.0% | 0.78% | -0.4% |
| Q2 2022 | $1,186,000 | -10.0% | 20,705 | 0.0% | 0.79% | +12.8% |
| Q1 2022 | $1,318,000 | +108.5% | 20,705 | +115.6% | 0.70% | +122.0% |
| Q4 2021 | $632,000 | +29.8% | 9,605 | +16.0% | 0.31% | +22.2% |
| Q3 2021 | $487,000 | -1.4% | 8,280 | 0.0% | 0.26% | -3.4% |
| Q2 2021 | $494,000 | +4.4% | 8,280 | 0.0% | 0.27% | -5.3% |
| Q1 2021 | $473,000 | +6.1% | 8,280 | 0.0% | 0.28% | -4.7% |
| Q4 2020 | $446,000 | +8.8% | 8,280 | 0.0% | 0.30% | -8.1% |
| Q3 2020 | $410,000 | +9.0% | 8,280 | 0.0% | 0.32% | +9.2% |
| Q2 2020 | $376,000 | – | 8,280 | – | 0.29% | – |
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% |