WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,665 | -15.3% | 609 | -11.1% | 0.00% | 0.0% |
| Q2 2023 | $45,662 | +83.1% | 685 | +71.2% | 0.00% | 0.0% |
| Q1 2023 | $24,936 | +3.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,144 | +9.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -64.2% | 400 | -64.3% | 0.00% | -66.7% |
| Q2 2021 | $67,000 | +4.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | +6.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $60,000 | +9.1% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +7.8% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | -22.7% | 1,119 | -34.1% | 0.00% | -50.0% |
| Q1 2020 | $66,000 | -21.4% | 1,699 | -2.5% | 0.01% | 0.0% |
| Q4 2019 | $84,000 | +9.1% | 1,743 | +1.7% | 0.01% | 0.0% |
| Q3 2019 | $77,000 | +37.5% | 1,714 | +32.8% | 0.01% | +20.0% |
| Q2 2019 | $56,000 | +229.4% | 1,291 | +222.8% | 0.01% | +400.0% |
| Q1 2019 | $17,000 | -66.7% | 400 | -69.7% | 0.00% | -80.0% |
| Q4 2018 | $51,000 | -93.8% | 1,321 | -92.9% | 0.01% | -94.0% |
| Q3 2018 | $826,000 | +6.9% | 18,632 | -1.1% | 0.08% | -2.3% |
| Q2 2018 | $773,000 | – | 18,843 | – | 0.09% | – |
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% |