WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,392,869 | +239.8% | 258,196 | +256.7% | 0.18% | +234.5% |
| Q2 2023 | $4,824,712 | +14.4% | 72,378 | +7.0% | 0.06% | +5.8% |
| Q1 2023 | $4,215,613 | +4.9% | 67,623 | +1.6% | 0.05% | -3.7% |
| Q4 2022 | $4,017,417 | +16.2% | 66,558 | +3.8% | 0.05% | +1.9% |
| Q3 2022 | $3,458,000 | -12.9% | 64,147 | -7.3% | 0.05% | -11.7% |
| Q2 2022 | $3,968,000 | +3.4% | 69,235 | +14.6% | 0.06% | +13.2% |
| Q1 2022 | $3,836,000 | +8.6% | 60,398 | +12.6% | 0.05% | 0.0% |
| Q4 2021 | $3,532,000 | +30.0% | 53,624 | +16.4% | 0.05% | +17.8% |
| Q3 2021 | $2,717,000 | +18.5% | 46,071 | +19.9% | 0.04% | +7.1% |
| Q2 2021 | $2,293,000 | -6.7% | 38,419 | -10.7% | 0.04% | -20.8% |
| Q1 2021 | $2,458,000 | +11.4% | 43,018 | +5.1% | 0.05% | +1.9% |
| Q4 2020 | $2,206,000 | -53.7% | 40,921 | -57.5% | 0.05% | -31.6% |
| Q3 2020 | $4,768,000 | +389.0% | 96,277 | +350.1% | 0.08% | +171.4% |
| Q2 2020 | $975,000 | +50.9% | 21,389 | +29.3% | 0.03% | +47.4% |
| Q1 2020 | $646,000 | +24.0% | 16,546 | +54.8% | 0.02% | +58.3% |
| Q4 2019 | $521,000 | +129.5% | 10,686 | +114.4% | 0.01% | +33.3% |
| Q3 2019 | $227,000 | – | 4,985 | – | 0.01% | – |
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% |