WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,192 | -4.3% | 6,177 | +0.5% | 0.01% | +22.2% |
| Q2 2023 | $409,615 | +14.9% | 6,145 | +7.4% | 0.01% | -10.0% |
| Q1 2023 | $356,644 | +24.8% | 5,721 | +20.9% | 0.01% | +25.0% |
| Q4 2022 | $285,659 | -20.2% | 4,733 | -15.7% | 0.01% | -33.3% |
| Q1 2022 | $358,000 | -0.8% | 5,614 | +2.6% | 0.01% | +20.0% |
| Q4 2021 | $361,000 | +12.8% | 5,472 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $320,000 | +0.6% | 5,432 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $318,000 | +1.9% | 5,319 | -2.3% | 0.01% | -9.1% |
| Q1 2021 | $312,000 | +1.6% | 5,443 | -4.1% | 0.01% | -31.2% |
| Q4 2020 | $307,000 | -82.9% | 5,678 | -84.7% | 0.02% | -89.5% |
| Q4 2019 | $1,794,000 | +15.4% | 37,009 | +7.3% | 0.15% | 0.0% |
| Q3 2019 | $1,555,000 | +28.1% | 34,482 | +24.0% | 0.15% | +15.0% |
| Q2 2019 | $1,214,000 | +9.4% | 27,809 | +7.9% | 0.13% | -4.3% |
| Q1 2019 | $1,110,000 | +52.9% | 25,763 | +36.1% | 0.14% | +35.0% |
| Q4 2018 | $726,000 | +261.2% | 18,934 | +318.8% | 0.10% | +329.2% |
| Q3 2018 | $201,000 | – | 4,521 | – | 0.02% | – |
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% |