WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,602 | -4.8% | 671 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $44,729 | +6.9% | 671 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $41,830 | +3.3% | 671 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,502 | -91.3% | 671 | -91.5% | 0.00% | -92.6% |
| Q2 2021 | $468,000 | -70.6% | 7,849 | -71.9% | 0.03% | -72.4% |
| Q1 2021 | $1,594,000 | +11.4% | 27,885 | +5.1% | 0.10% | +1.0% |
| Q4 2020 | $1,431,000 | +10.7% | 26,532 | +1.7% | 0.10% | -2.0% |
| Q3 2020 | $1,293,000 | +2.9% | 26,092 | -5.5% | 0.10% | -4.8% |
| Q2 2020 | $1,256,000 | +55.3% | 27,620 | +32.8% | 0.10% | +8.3% |
| Q1 2020 | $809,000 | -87.3% | 20,801 | -84.2% | 0.10% | -79.3% |
| Q4 2019 | $6,389,000 | +7.3% | 131,818 | -0.2% | 0.46% | -2.3% |
| Q3 2019 | $5,955,000 | +3.2% | 132,073 | -0.1% | 0.47% | +1.7% |
| Q2 2019 | $5,770,000 | +21.2% | 132,197 | +19.6% | 0.47% | +18.9% |
| Q1 2019 | $4,760,000 | – | 110,557 | – | 0.39% | – |
Download | ||||||
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% |