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 | $17,073 | +25.2% | 268,910 | +31.4% | 0.06% | +33.3% |
| Q2 2023 | $13,639 | -34.2% | 204,607 | -38.5% | 0.05% | -43.5% |
| Q1 2023 | $20,728 | +11.5% | 332,494 | +7.9% | 0.08% | +18.1% |
| Q4 2022 | $18,595 | -99.8% | 308,071 | +78.1% | 0.07% | +80.0% |
| Q3 2022 | $9,328,000 | -4.7% | 173,023 | +1.7% | 0.04% | -9.1% |
| Q2 2022 | $9,785,000 | -13.4% | 170,078 | -4.2% | 0.04% | -8.3% |
| Q1 2022 | $11,305,000 | -7.5% | 177,557 | -4.3% | 0.05% | +2.1% |
| Q4 2021 | $12,222,000 | +16.2% | 185,578 | +3.8% | 0.05% | +4.4% |
| Q3 2021 | $10,520,000 | +365.5% | 178,792 | +372.0% | 0.04% | +350.0% |
| Q2 2021 | $2,260,000 | -29.0% | 37,878 | -32.0% | 0.01% | -33.3% |
| Q1 2021 | $3,184,000 | +0.7% | 55,681 | -4.9% | 0.02% | 0.0% |
| Q4 2020 | $3,161,000 | -6.1% | 58,572 | -13.7% | 0.02% | -21.1% |
| Q3 2020 | $3,365,000 | +0.7% | 67,874 | -7.6% | 0.02% | -9.5% |
| Q2 2020 | $3,342,000 | -40.9% | 73,469 | -49.4% | 0.02% | -53.3% |
| Q1 2020 | $5,653,000 | -39.1% | 145,296 | -24.2% | 0.04% | -26.2% |
| Q4 2019 | $9,285,000 | +0.5% | 191,561 | -6.5% | 0.06% | -9.0% |
| Q3 2019 | $9,242,000 | +2.5% | 204,962 | -0.8% | 0.07% | -2.9% |
| Q2 2019 | $9,020,000 | -0.5% | 206,641 | -1.9% | 0.07% | -8.0% |
| Q1 2019 | $9,066,000 | +13.3% | 210,552 | +0.9% | 0.08% | -2.6% |
| Q4 2018 | $8,002,000 | -11.4% | 208,772 | +2.4% | 0.08% | -1.3% |
| Q3 2018 | $9,035,000 | +20.4% | 203,815 | +11.4% | 0.08% | +8.3% |
| Q2 2018 | $7,505,000 | -11.9% | 183,004 | -13.3% | 0.07% | -16.3% |
| Q1 2018 | $8,516,000 | -29.1% | 210,994 | -27.3% | 0.09% | -31.2% |
| Q4 2017 | $12,018,000 | +7.0% | 290,071 | -1.4% | 0.12% | -2.3% |
| Q3 2017 | $11,227,000 | +3.3% | 294,219 | -0.4% | 0.13% | -5.9% |
| Q2 2017 | $10,864,000 | -1.0% | 295,390 | -4.5% | 0.14% | -6.8% |
| Q1 2017 | $10,973,000 | +567.1% | 309,286 | +525.4% | 0.15% | +484.0% |
| Q4 2016 | $1,645,000 | +1.5% | 49,453 | -1.4% | 0.02% | -13.8% |
| Q3 2016 | $1,620,000 | +155.1% | 50,162 | +147.0% | 0.03% | +70.6% |
| Q1 2016 | $635,000 | +155.0% | 20,305 | +147.6% | 0.02% | +183.3% |
| Q4 2015 | $249,000 | +8.7% | 8,202 | +2.3% | 0.01% | 0.0% |
| Q3 2015 | $229,000 | -99.9% | 8,016 | +5.9% | 0.01% | +20.0% |
| Q2 2015 | $234,897,000 | – | 7,570 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |