WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $657 | -4.8% | 10,345 | 0.0% | 0.04% | -19.6% |
| Q2 2023 | $690 | +7.1% | 10,345 | 0.0% | 0.05% | +17.9% |
| Q1 2023 | $644 | +3.2% | 10,345 | 0.0% | 0.04% | +8.3% |
| Q4 2022 | $624 | -99.9% | 10,345 | 0.0% | 0.04% | -5.3% |
| Q3 2022 | $557,000 | -6.1% | 10,345 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $593,000 | -10.0% | 10,345 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $659,000 | -5.0% | 10,345 | -1.8% | 0.04% | -7.0% |
| Q4 2021 | $694,000 | +11.9% | 10,535 | 0.0% | 0.04% | -31.7% |
| Q3 2021 | $620,000 | +3.0% | 10,535 | 0.0% | 0.06% | +34.0% |
| Q1 2021 | $602,000 | +6.0% | 10,535 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $568,000 | +8.8% | 10,535 | 0.0% | 0.05% | -2.1% |
| Q3 2020 | $522,000 | +4.4% | 10,535 | -4.1% | 0.05% | 0.0% |
| Q2 2020 | $500,000 | +16.8% | 10,990 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $428,000 | -19.7% | 10,990 | 0.0% | 0.05% | -4.0% |
| Q4 2019 | $533,000 | +7.5% | 10,990 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $496,000 | +3.3% | 10,990 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $480,000 | -3.2% | 10,990 | -4.6% | 0.05% | -3.9% |
| Q1 2019 | $496,000 | +20.7% | 11,515 | +7.5% | 0.05% | +6.2% |
| Q4 2018 | $411,000 | -4.2% | 10,710 | +10.8% | 0.05% | +11.6% |
| Q3 2018 | $429,000 | -0.2% | 9,670 | -7.9% | 0.04% | -4.4% |
| Q2 2018 | $430,000 | +41.9% | 10,495 | +39.7% | 0.04% | +45.2% |
| Q1 2018 | $303,000 | -2.6% | 7,511 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $311,000 | +8.4% | 7,511 | 0.0% | 0.03% | +6.7% |
| Q3 2017 | $287,000 | – | 7,511 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |