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 | $21,305,865 | -14.7% | 335,578 | -10.5% | 0.06% | -53.1% |
| Q2 2023 | $24,985,656 | -51.7% | 374,822 | -54.9% | 0.13% | +18.2% |
| Q1 2023 | $51,775,552 | +3.5% | 830,535 | +0.2% | 0.11% | -1.8% |
| Q4 2022 | $50,046,468 | +77.0% | 829,133 | +58.1% | 0.11% | +51.4% |
| Q3 2022 | $28,273,000 | +0.3% | 524,439 | +6.6% | 0.07% | +2.8% |
| Q2 2022 | $28,195,000 | +12.5% | 491,981 | +24.9% | 0.07% | +33.3% |
| Q1 2022 | $25,073,000 | +7.7% | 393,798 | +11.4% | 0.05% | +8.0% |
| Q4 2021 | $23,282,000 | +13.7% | 353,510 | +1.5% | 0.05% | 0.0% |
| Q3 2021 | $20,484,000 | -2.7% | 348,123 | -1.4% | 0.05% | -9.1% |
| Q2 2021 | $21,057,000 | -1.3% | 352,893 | -5.4% | 0.06% | -20.3% |
| Q1 2021 | $21,343,000 | -6.0% | 373,189 | -11.3% | 0.07% | -6.8% |
| Q4 2020 | $22,711,000 | +4.3% | 420,881 | -4.2% | 0.07% | -12.9% |
| Q3 2020 | $21,771,000 | +5.6% | 439,189 | -3.1% | 0.08% | -9.6% |
| Q2 2020 | $20,619,000 | +18.4% | 453,255 | +1.3% | 0.09% | -5.1% |
| Q1 2020 | $17,417,000 | +64.2% | 447,635 | +104.6% | 0.10% | +106.2% |
| Q4 2019 | $10,607,000 | +16.4% | 218,838 | +8.3% | 0.05% | +2.1% |
| Q3 2019 | $9,113,000 | +19.1% | 202,115 | +15.3% | 0.05% | +11.9% |
| Q2 2019 | $7,651,000 | +9.3% | 175,283 | +7.8% | 0.04% | +13.5% |
| Q1 2019 | $7,002,000 | +23.9% | 162,605 | +10.3% | 0.04% | +8.8% |
| Q4 2018 | $5,650,000 | +25.3% | 147,395 | +45.0% | 0.03% | +54.5% |
| Q3 2018 | $4,508,000 | +11.1% | 101,685 | +2.8% | 0.02% | -4.3% |
| Q2 2018 | $4,058,000 | +7.7% | 98,940 | +6.0% | 0.02% | -8.0% |
| Q1 2018 | $3,767,000 | +0.3% | 93,338 | +3.0% | 0.02% | 0.0% |
| Q4 2017 | $3,755,000 | +16.0% | 90,642 | +6.8% | 0.02% | +8.7% |
| Q3 2017 | $3,238,000 | +6.3% | 84,852 | +2.5% | 0.02% | 0.0% |
| Q2 2017 | $3,046,000 | +18.2% | 82,817 | +14.0% | 0.02% | +15.0% |
| Q1 2017 | $2,577,000 | +8.1% | 72,636 | +1.4% | 0.02% | -4.8% |
| Q4 2016 | $2,383,000 | +5.1% | 71,612 | +2.0% | 0.02% | 0.0% |
| Q3 2016 | $2,268,000 | +3.3% | 70,227 | +1.0% | 0.02% | 0.0% |
| Q2 2016 | $2,196,000 | +1.8% | 69,532 | +0.8% | 0.02% | 0.0% |
| Q1 2016 | $2,157,000 | – | 68,970 | – | 0.02% | – |
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% |