WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 314 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $758,457 | +151.1% | 11,378 | +103.3% | 0.02% | +425.0% |
| Q4 2020 | $302,000 | -60.6% | 5,596 | -63.8% | 0.00% | -71.4% |
| Q3 2020 | $766,000 | -31.1% | 15,450 | -36.7% | 0.01% | -36.4% |
| Q2 2020 | $1,111,000 | -74.3% | 24,417 | -78.0% | 0.02% | -83.5% |
| Q1 2020 | $4,326,000 | +222.8% | 111,180 | +302.2% | 0.13% | +224.4% |
| Q4 2019 | $1,340,000 | +28.1% | 27,640 | +19.2% | 0.04% | -4.7% |
| Q3 2019 | $1,046,000 | +19.0% | 23,191 | +15.2% | 0.04% | +13.2% |
| Q2 2019 | $879,000 | +144.8% | 20,127 | +141.2% | 0.04% | +81.0% |
| Q1 2019 | $359,000 | – | 8,345 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |