WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,599 | +9.2% | 7,664 | +14.7% | 0.00% | +33.3% |
| Q2 2023 | $445,557 | +6.9% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $416,692 | +3.3% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $403,458 | -2.5% | 6,684 | -13.0% | 0.00% | 0.0% |
| Q3 2022 | $414,000 | -9.2% | 7,684 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $456,000 | -10.1% | 7,960 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | -3.2% | 7,962 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $524,000 | +10.1% | 7,960 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | +0.2% | 8,086 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $475,000 | -9.0% | 7,960 | -12.8% | 0.00% | -25.0% |
| Q1 2021 | $522,000 | +20.8% | 9,131 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $432,000 | +107.7% | 8,006 | +49.4% | 0.00% | +33.3% |
| Q1 2020 | $208,000 | -0.5% | 5,357 | +24.3% | 0.00% | +50.0% |
| Q4 2019 | $209,000 | – | 4,311 | – | 0.00% | – |
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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% |