WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,011 | -12.9% | 2,347 | -8.5% | 0.02% | -16.7% |
| Q2 2023 | $170,983 | +6.9% | 2,565 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $159,902 | +3.3% | 2,565 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $154,823 | +12.2% | 2,565 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $138,000 | -6.1% | 2,565 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $147,000 | -9.8% | 2,565 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $163,000 | -3.6% | 2,565 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $169,000 | +11.9% | 2,565 | 0.0% | 0.02% | +5.0% |
| Q3 2021 | $151,000 | -1.3% | 2,565 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $153,000 | +33.0% | 2,565 | +27.6% | 0.02% | +23.5% |
| Q1 2021 | $115,000 | +26.4% | 2,010 | +18.8% | 0.02% | +13.3% |
| Q4 2020 | $91,000 | +184.4% | 1,692 | +165.2% | 0.02% | +150.0% |
| Q3 2020 | $32,000 | +10.3% | 638 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +16.0% | 638 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $25,000 | +525.0% | 638 | +641.9% | 0.01% | +600.0% |
| Q4 2019 | $4,000 | – | 86 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |