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 | $3,333,415 | -5.7% | 52,503 | -1.0% | 0.01% | -7.1% |
Q2 2023 | $3,535,756 | +5.6% | 53,042 | -1.3% | 0.01% | -6.7% |
Q1 2023 | $3,348,853 | +0.8% | 53,719 | -2.4% | 0.02% | -11.8% |
Q4 2022 | $3,321,540 | +15.8% | 55,029 | +3.5% | 0.02% | 0.0% |
Q3 2022 | $2,868,000 | -21.9% | 53,191 | -17.0% | 0.02% | -29.2% |
Q2 2022 | $3,673,000 | -6.6% | 64,096 | +3.8% | 0.02% | -4.0% |
Q1 2022 | $3,932,000 | -5.6% | 61,749 | -2.3% | 0.02% | -13.8% |
Q4 2021 | $4,165,000 | +14.6% | 63,233 | +2.4% | 0.03% | -3.3% |
Q3 2021 | $3,633,000 | -3.3% | 61,751 | -2.0% | 0.03% | -14.3% |
Q2 2021 | $3,758,000 | +4.3% | 62,984 | -0.0% | 0.04% | -10.3% |
Q1 2021 | $3,603,000 | +62.8% | 63,001 | +53.6% | 0.04% | +34.5% |
Q4 2020 | $2,213,000 | +11.3% | 41,007 | +2.5% | 0.03% | -12.1% |
Q3 2020 | $1,988,000 | +30.6% | 40,013 | +19.6% | 0.03% | +32.0% |
Q2 2020 | $1,522,000 | +50633.3% | 33,446 | +58577.2% | 0.02% | – |
Q3 2019 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | – |
Q2 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q1 2019 | $2,000 | – | 57 | – | 0.00% | – |
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% |