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 | $2,426,969 | -2.8% | 38,226 | +2.0% | 0.00% | 0.0% |
Q2 2023 | $2,497,217 | +20.0% | 37,462 | +12.2% | 0.00% | 0.0% |
Q1 2023 | $2,081,283 | +3.3% | 33,386 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $2,015,179 | +12.0% | 33,386 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,800,000 | -4.9% | 33,386 | +1.1% | 0.00% | 0.0% |
Q2 2022 | $1,893,000 | -10.0% | 33,036 | 0.0% | 0.00% | +33.3% |
Q1 2022 | $2,103,000 | -5.5% | 33,036 | -2.3% | 0.00% | 0.0% |
Q4 2021 | $2,226,000 | +11.9% | 33,797 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $1,989,000 | -1.4% | 33,797 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,017,000 | +22.5% | 33,797 | +17.5% | 0.00% | 0.0% |
Q1 2021 | $1,646,000 | +6.0% | 28,775 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,553,000 | +3.5% | 28,775 | -5.0% | 0.00% | 0.0% |
Q3 2020 | $1,501,000 | +54.9% | 30,275 | +42.1% | 0.00% | +50.0% |
Q2 2020 | $969,000 | +27.8% | 21,308 | +9.4% | 0.00% | 0.0% |
Q1 2020 | $758,000 | -21.9% | 19,483 | -2.8% | 0.00% | 0.0% |
Q4 2019 | $971,000 | +7.4% | 20,041 | 0.0% | 0.00% | -33.3% |
Q3 2019 | $904,000 | +5.0% | 20,041 | +1.6% | 0.00% | +50.0% |
Q2 2019 | $861,000 | +1.4% | 19,725 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $849,000 | +14.0% | 19,725 | +1.5% | 0.00% | -33.3% |
Q4 2018 | $745,000 | +22.7% | 19,442 | +42.0% | 0.00% | +50.0% |
Q3 2018 | $607,000 | -1.1% | 13,692 | -8.5% | 0.00% | 0.0% |
Q2 2018 | $614,000 | +0.8% | 14,964 | -0.8% | 0.00% | 0.0% |
Q1 2018 | $609,000 | -2.6% | 15,083 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $625,000 | +30.2% | 15,083 | +19.9% | 0.00% | 0.0% |
Q3 2017 | $480,000 | -5.7% | 12,583 | -9.0% | 0.00% | 0.0% |
Q2 2017 | $509,000 | – | 13,826 | – | 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% |