WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 87 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,078 | -5.6% | 8,884 | -0.9% | 0.38% | -6.4% |
| Q2 2023 | $597,703 | +2.6% | 8,966 | -4.0% | 0.41% | +8.8% |
| Q1 2023 | $582,464 | +5.9% | 9,343 | +2.6% | 0.37% | +13.0% |
| Q4 2022 | $549,904 | +35.1% | 9,110 | +20.8% | 0.33% | +39.8% |
| Q3 2022 | $407,000 | -15.9% | 7,543 | -8.3% | 0.24% | -2.9% |
| Q2 2022 | $484,000 | -13.1% | 8,222 | +7.0% | 0.24% | -6.9% |
| Q1 2022 | $557,000 | +3.5% | 7,685 | -5.9% | 0.26% | +27.3% |
| Q4 2021 | $538,000 | +8.5% | 8,170 | -3.0% | 0.20% | -5.5% |
| Q3 2021 | $496,000 | -5.0% | 8,423 | -3.7% | 0.22% | +2.4% |
| Q2 2021 | $522,000 | -14.1% | 8,751 | -17.7% | 0.21% | -16.9% |
| Q1 2021 | $608,000 | +26.9% | 10,634 | +19.8% | 0.26% | +17.0% |
| Q4 2020 | $479,000 | +4.4% | 8,873 | -4.2% | 0.22% | -4.4% |
| Q3 2020 | $459,000 | +10.1% | 9,264 | +1.0% | 0.23% | +11.2% |
| Q2 2020 | $417,000 | +19.5% | 9,176 | +2.2% | 0.20% | -33.4% |
| Q1 2020 | $349,000 | -18.5% | 8,975 | +1.6% | 0.31% | +59.6% |
| Q4 2019 | $428,000 | +7.0% | 8,837 | -0.3% | 0.19% | +4.9% |
| Q3 2019 | $400,000 | +28.6% | 8,866 | +24.6% | 0.18% | +28.7% |
| Q2 2019 | $311,000 | +6.1% | 7,118 | +4.7% | 0.14% | +1.4% |
| Q1 2019 | $293,000 | +11.8% | 6,797 | -0.7% | 0.14% | +3.7% |
| Q4 2018 | $262,000 | -18.1% | 6,847 | -5.3% | 0.14% | -10.5% |
| Q3 2018 | $320,000 | +0.3% | 7,228 | -7.0% | 0.15% | +0.7% |
| Q2 2018 | $319,000 | -37.5% | 7,773 | -38.5% | 0.15% | -37.9% |
| Q1 2018 | $510,000 | -58.5% | 12,634 | -57.4% | 0.24% | -55.0% |
| Q4 2017 | $1,228,000 | -0.3% | 29,632 | -8.2% | 0.54% | -3.9% |
| Q3 2017 | $1,232,000 | +2.9% | 32,283 | -0.8% | 0.56% | -0.2% |
| Q2 2017 | $1,197,000 | -0.2% | 32,541 | -3.7% | 0.56% | -3.6% |
| Q1 2017 | $1,199,000 | -7.2% | 33,781 | -13.0% | 0.58% | -10.3% |
| Q4 2016 | $1,292,000 | -14.3% | 38,823 | -16.9% | 0.65% | -13.8% |
| Q3 2016 | $1,508,000 | +1.3% | 46,694 | -0.9% | 0.76% | -3.7% |
| Q2 2016 | $1,488,000 | -3.7% | 47,107 | -4.7% | 0.78% | -17.3% |
| Q1 2016 | $1,545,000 | – | 49,421 | – | 0.95% | – |
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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% |