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 | $240,900 | -52.4% | 3,801 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $506,206 | +108.7% | 7,602 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $242,582 | -22.5% | 3,801 | -26.8% | 0.00% | -20.0% |
| Q4 2022 | $312,963 | +15.5% | 5,191 | +4.0% | 0.01% | 0.0% |
| Q3 2022 | $271,000 | -2.5% | 4,993 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $278,000 | -23.4% | 4,867 | -14.9% | 0.01% | 0.0% |
| Q1 2022 | $363,000 | +10.0% | 5,720 | +14.0% | 0.01% | 0.0% |
| Q4 2021 | $330,000 | +4.1% | 5,016 | -7.1% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | -48.0% | 5,400 | -47.4% | 0.01% | -37.5% |
| Q2 2021 | $610,000 | +140.2% | 10,258 | +130.7% | 0.01% | +14.3% |
| Q1 2021 | $254,000 | – | 4,447 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |