WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |