WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037,744 | -4.8% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,089,558 | +106824.2% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,019 | +3.3% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $986 | -99.9% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $881,000 | -9.0% | 16,345 | -3.2% | 0.01% | 0.0% |
| Q2 2022 | $968,000 | -6.9% | 16,889 | +3.3% | 0.01% | +12.5% |
| Q1 2022 | $1,040,000 | -6.1% | 16,345 | -2.8% | 0.01% | -11.1% |
| Q4 2021 | $1,108,000 | +21.9% | 16,818 | +8.9% | 0.01% | +12.5% |
| Q3 2021 | $909,000 | -1.3% | 15,438 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $921,000 | +4.3% | 15,438 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $883,000 | +2.1% | 15,438 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $865,000 | +8.8% | 16,033 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $795,000 | +846.4% | 16,033 | +718.8% | 0.01% | +800.0% |
| Q1 2019 | $84,000 | +12.0% | 1,958 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $75,000 | +33.9% | 1,958 | +56.5% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | +154.5% | 1,251 | +130.4% | 0.00% | – |
| Q2 2018 | $22,000 | -8.3% | 543 | -9.5% | 0.00% | – |
| Q1 2018 | $24,000 | -4.0% | 600 | 0.0% | 0.00% | – |
| Q4 2017 | $25,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |