WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 252 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,745,518 | +4.5% | 60,801 | +2.0% | 0.45% | -5.9% |
| Q1 2024 | $4,543,210 | +12.0% | 59,630 | +3.3% | 0.48% | +6.0% |
| Q4 2023 | $4,055,367 | -35.7% | 57,703 | -41.9% | 0.45% | -44.9% |
| Q3 2023 | $6,306,335 | +136.6% | 99,328 | +148.4% | 0.82% | +132.1% |
| Q2 2023 | $2,665,933 | +939.0% | 39,993 | +871.6% | 0.35% | +851.4% |
| Q1 2023 | $256,591 | -92.4% | 4,116 | -92.6% | 0.04% | -93.0% |
| Q4 2022 | $3,359,698 | +9.6% | 55,661 | -2.1% | 0.53% | -2.4% |
| Q3 2022 | $3,065,000 | -7.0% | 56,853 | -1.1% | 0.54% | -15.8% |
| Q2 2022 | $3,296,000 | -22.2% | 57,509 | -13.5% | 0.64% | -14.1% |
| Q1 2022 | $4,235,000 | +43.8% | 66,515 | +48.7% | 0.75% | +41.5% |
| Q4 2021 | $2,946,000 | -27.5% | 44,731 | -35.2% | 0.53% | -35.2% |
| Q3 2021 | $4,062,000 | +50.4% | 69,041 | +52.6% | 0.82% | +52.6% |
| Q2 2021 | $2,700,000 | +834.3% | 45,242 | +508.5% | 0.54% | +400.9% |
| Q1 2020 | $289,000 | -10.2% | 7,435 | +4.1% | 0.11% | +3.9% |
| Q3 2019 | $322,000 | +0.9% | 7,145 | -2.3% | 0.10% | -1.9% |
| Q2 2019 | $319,000 | +39.3% | 7,315 | +37.8% | 0.10% | +43.8% |
| Q1 2019 | $229,000 | -9.5% | 5,310 | -19.4% | 0.07% | -20.7% |
| Q4 2018 | $253,000 | -4.9% | 6,590 | +9.9% | 0.09% | +24.3% |
| Q3 2018 | $266,000 | – | 5,995 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |