WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,897 | -99.9% | 29,874 | +20.1% | 0.24% | +11.2% |
| Q2 2023 | $1,657,723 | +11.2% | 24,868 | +4.0% | 0.22% | -4.0% |
| Q1 2023 | $1,491,172 | +0.9% | 23,920 | -2.3% | 0.22% | -5.9% |
| Q4 2022 | $1,477,915 | +11.8% | 24,485 | -0.2% | 0.24% | +110.6% |
| Q3 2022 | $1,322,000 | -9.6% | 24,525 | -3.9% | 0.11% | -50.7% |
| Q2 2022 | $1,462,000 | -6.8% | 25,526 | +3.6% | 0.23% | -5.8% |
| Q1 2022 | $1,568,000 | -1.4% | 24,639 | +2.0% | 0.24% | +298.4% |
| Q4 2021 | $1,591,000 | +487.1% | 24,167 | +425.5% | 0.06% | +48.8% |
| Q3 2021 | $271,000 | -13.1% | 4,599 | -12.0% | 0.04% | -12.8% |
| Q2 2021 | $312,000 | -2.5% | 5,227 | -6.5% | 0.05% | -7.8% |
| Q1 2021 | $320,000 | -26.6% | 5,592 | -30.8% | 0.05% | -29.2% |
| Q4 2020 | $436,000 | -42.2% | 8,081 | -46.9% | 0.07% | -49.7% |
| Q3 2020 | $754,000 | -26.4% | 15,216 | -32.5% | 0.14% | -29.2% |
| Q2 2020 | $1,025,000 | +63.5% | 22,528 | +39.7% | 0.20% | +25.5% |
| Q1 2020 | $627,000 | +24.4% | 16,124 | +54.9% | 0.16% | +62.6% |
| Q4 2019 | $504,000 | +26.0% | 10,407 | +17.4% | 0.10% | +15.1% |
| Q3 2019 | $400,000 | +44.4% | 8,865 | +39.7% | 0.09% | +28.4% |
| Q2 2019 | $277,000 | – | 6,345 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |