WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,476,000 | +2.1% | 24,744 | -2.1% | 1.14% | -8.6% |
| Q1 2021 | $1,445,000 | -37.3% | 25,275 | -40.8% | 1.24% | -42.5% |
| Q4 2020 | $2,305,000 | +7.0% | 42,714 | -1.7% | 2.16% | -11.6% |
| Q3 2020 | $2,154,000 | 0.0% | 43,455 | -1.7% | 2.44% | +1.8% |
| Q2 2020 | $2,154,000 | -62.0% | 44,210 | -69.7% | 2.40% | -70.5% |
| Q1 2020 | $5,671,000 | -30.7% | 145,752 | -13.6% | 8.14% | +10.5% |
| Q4 2019 | $8,179,000 | -2.6% | 168,750 | -5.5% | 7.37% | -0.9% |
| Q3 2019 | $8,394,000 | +111.3% | 178,569 | +96.2% | 7.44% | +106.2% |
| Q2 2019 | $3,973,000 | – | 91,003 | – | 3.61% | – |
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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% |