WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 382 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $332,103 | +2.4% | 4,255 | 0.0% | 0.03% | +3.4% |
| Q1 2024 | $324,189 | +3.0% | 4,255 | -5.0% | 0.03% | -9.4% |
| Q4 2023 | $314,785 | +8.9% | 4,479 | -1.6% | 0.03% | -3.0% |
| Q3 2023 | $289,070 | -4.8% | 4,553 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $303,503 | -2.2% | 4,553 | -8.5% | 0.03% | -5.7% |
| Q1 2023 | $310,329 | -0.2% | 4,978 | -3.4% | 0.04% | -5.4% |
| Q4 2022 | $311,035 | +9.9% | 5,153 | -1.8% | 0.04% | +2.8% |
| Q3 2022 | $283,000 | -6.0% | 5,245 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $301,000 | -17.1% | 5,245 | -7.9% | 0.04% | -5.1% |
| Q1 2022 | $363,000 | -11.0% | 5,695 | -8.1% | 0.04% | -4.9% |
| Q4 2021 | $408,000 | -12.1% | 6,195 | -21.5% | 0.04% | -21.2% |
| Q3 2021 | $464,000 | -1.5% | 7,890 | -0.0% | 0.05% | -1.9% |
| Q2 2021 | $471,000 | -0.2% | 7,891 | -4.4% | 0.05% | -7.0% |
| Q1 2021 | $472,000 | -10.4% | 8,256 | -15.5% | 0.06% | -17.4% |
| Q4 2020 | $527,000 | +7.1% | 9,771 | -1.6% | 0.07% | 0.0% |
| Q3 2020 | $492,000 | -20.9% | 9,931 | -27.4% | 0.07% | -25.8% |
| Q2 2020 | $622,000 | -23.8% | 13,675 | -34.8% | 0.09% | -35.0% |
| Q1 2020 | $816,000 | -35.1% | 20,970 | -19.2% | 0.14% | -18.3% |
| Q4 2019 | $1,258,000 | +8.0% | 25,960 | +0.5% | 0.18% | +1.2% |
| Q3 2019 | $1,165,000 | -6.0% | 25,834 | -9.0% | 0.17% | -8.5% |
| Q2 2019 | $1,240,000 | +0.6% | 28,404 | -0.8% | 0.19% | -2.1% |
| Q1 2019 | $1,232,000 | +27.8% | 28,619 | +13.8% | 0.19% | +9.7% |
| Q4 2018 | $964,000 | -18.0% | 25,139 | -5.2% | 0.18% | -5.9% |
| Q3 2018 | $1,175,000 | +18.0% | 26,512 | +9.2% | 0.19% | +10.7% |
| Q2 2018 | $996,000 | +5.5% | 24,281 | +3.8% | 0.17% | +2.4% |
| Q1 2018 | $944,000 | +14.7% | 23,395 | +17.8% | 0.16% | +17.9% |
| Q4 2017 | $823,000 | +41.4% | 19,856 | +30.2% | 0.14% | +37.3% |
| Q3 2017 | $582,000 | +32.0% | 15,249 | +27.1% | 0.10% | +3.0% |
| Q2 2017 | $441,000 | +64.6% | 11,999 | +58.9% | 0.10% | +59.7% |
| Q1 2017 | $268,000 | – | 7,550 | – | 0.06% | – |
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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% |