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 | $23,911,185 | +1752.1% | 376,613 | +1757.2% | 0.01% | – |
| Q1 2022 | $1,291,000 | -7.6% | 20,279 | -4.4% | 0.00% | – |
| Q4 2021 | $1,397,000 | +9.6% | 21,208 | -2.1% | 0.00% | – |
| Q3 2021 | $1,275,000 | +108.7% | 21,668 | +111.7% | 0.00% | – |
| Q2 2021 | $611,000 | +4.4% | 10,235 | 0.0% | 0.00% | – |
| Q1 2021 | $585,000 | +2.5% | 10,235 | -3.3% | 0.00% | – |
| Q4 2020 | $571,000 | +171.9% | 10,580 | +149.5% | 0.00% | – |
| Q3 2020 | $210,000 | -57.2% | 4,241 | -58.2% | 0.00% | – |
| Q4 2019 | $491,000 | +108.1% | 10,141 | +87.3% | 0.00% | – |
| Q2 2019 | $236,000 | -12.9% | 5,415 | -14.1% | 0.00% | – |
| Q1 2019 | $271,000 | -54.3% | 6,301 | -59.3% | 0.00% | – |
| Q4 2018 | $593,000 | +105.9% | 15,481 | +138.0% | 0.00% | – |
| Q3 2018 | $288,000 | +2.1% | 6,505 | -5.3% | 0.00% | – |
| Q2 2018 | $282,000 | -12.7% | 6,866 | -18.9% | 0.00% | – |
| Q3 2017 | $323,000 | +22.8% | 8,469 | +7.2% | 0.00% | – |
| Q4 2016 | $263,000 | – | 7,901 | – | 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% |