WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -17.1% | 3,287 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $252 | -53.8% | 3,783 | -56.8% | 0.00% | -50.0% |
| Q1 2023 | $546 | +6.6% | 8,755 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $512 | -99.8% | 8,480 | +90.1% | 0.00% | +100.0% |
| Q2 2022 | $256,000 | -9.9% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | -3.4% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $294,000 | -9.3% | 4,460 | -19.1% | 0.00% | 0.0% |
| Q3 2021 | $324,000 | -0.9% | 5,510 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +4.5% | 5,480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | +15.5% | 5,480 | +9.0% | 0.00% | 0.0% |
| Q4 2020 | $271,000 | +8.8% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +8.7% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -10.5% | 5,026 | -23.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | +13.8% | 6,576 | +42.0% | 0.00% | 0.0% |
| Q4 2019 | $225,000 | – | 4,632 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |