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 | $44,628,867 | -3.1% | 702,928 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $46,046,209 | +80.6% | 690,762 | +68.9% | 0.02% | +66.7% |
| Q1 2023 | $25,499,569 | -32.0% | 409,040 | -34.2% | 0.01% | -36.8% |
| Q4 2022 | $37,509,446 | +51.9% | 621,429 | +35.6% | 0.02% | +35.7% |
| Q3 2022 | $24,701,000 | -7.1% | 458,194 | -1.2% | 0.01% | -6.7% |
| Q2 2022 | $26,578,000 | -95.2% | 463,760 | -94.6% | 0.02% | -94.6% |
| Q1 2022 | $551,809,000 | -2.4% | 8,666,700 | +0.9% | 0.28% | -0.7% |
| Q4 2021 | $565,621,000 | +11.2% | 8,588,231 | -0.6% | 0.28% | +0.4% |
| Q3 2021 | $508,555,000 | +7.0% | 8,643,008 | +8.5% | 0.28% | +3.3% |
| Q2 2021 | $475,168,000 | +13.0% | 7,963,262 | +8.3% | 0.27% | -1.1% |
| Q1 2021 | $420,622,000 | +2.6% | 7,354,821 | -3.2% | 0.27% | -11.7% |
| Q4 2020 | $410,008,000 | +12.5% | 7,598,360 | +3.4% | 0.31% | -4.3% |
| Q3 2020 | $364,344,000 | +1331.5% | 7,350,090 | +1213.7% | 0.32% | +1192.0% |
| Q2 2020 | $25,452,000 | -19.2% | 559,501 | -30.9% | 0.02% | -32.4% |
| Q1 2020 | $31,484,000 | -6.5% | 809,151 | +16.4% | 0.04% | +2.8% |
| Q4 2019 | $33,690,000 | +239.3% | 695,073 | +215.6% | 0.04% | +227.3% |
| Q3 2019 | $9,930,000 | +5.3% | 220,225 | +1.9% | 0.01% | -8.3% |
| Q2 2019 | $9,430,000 | +32.5% | 216,033 | +30.7% | 0.01% | +20.0% |
| Q1 2019 | $7,117,000 | -49.6% | 165,272 | -55.1% | 0.01% | -54.5% |
| Q4 2018 | $14,109,000 | +1469.4% | 368,093 | +1714.9% | 0.02% | +1000.0% |
| Q3 2018 | $899,000 | +3357.7% | 20,282 | +2314.5% | 0.00% | – |
| Q4 2014 | $26,000 | – | 840 | – | 0.00% | – |
Download | ||||||
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% |