WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,240,246 | +9.6% | 255,792 | +15.1% | 0.25% | +8.5% |
| Q2 2023 | $14,817,030 | +24.1% | 222,278 | +16.1% | 0.23% | +17.6% |
| Q1 2023 | $11,938,281 | +47.5% | 191,503 | +42.9% | 0.20% | +35.4% |
| Q4 2022 | $8,091,281 | +19.1% | 134,050 | +6.3% | 0.15% | -18.3% |
| Q3 2022 | $6,796,000 | +10.9% | 126,058 | +17.9% | 0.18% | +28.6% |
| Q2 2022 | $6,130,000 | -10.1% | 106,958 | -0.1% | 0.14% | +2.9% |
| Q1 2022 | $6,815,000 | +0.5% | 107,037 | +4.0% | 0.14% | -0.7% |
| Q4 2021 | $6,781,000 | +18.8% | 102,963 | +6.1% | 0.14% | +23.4% |
| Q3 2021 | $5,708,000 | +6.1% | 97,014 | +7.6% | 0.11% | -12.6% |
| Q2 2021 | $5,381,000 | +29.7% | 90,185 | +24.3% | 0.13% | +11.4% |
| Q1 2021 | $4,149,000 | +11.6% | 72,553 | +5.3% | 0.11% | -4.2% |
| Q4 2020 | $3,719,000 | +22.0% | 68,930 | +12.1% | 0.12% | +3.5% |
| Q3 2020 | $3,048,000 | -49.8% | 61,495 | -54.0% | 0.12% | -55.6% |
| Q2 2020 | $6,076,000 | +19.4% | 133,570 | +2.1% | 0.26% | -5.1% |
| Q1 2020 | $5,089,000 | -8.9% | 130,794 | +13.6% | 0.27% | +14.2% |
| Q4 2019 | $5,586,000 | -2.6% | 115,173 | -9.3% | 0.24% | -5.5% |
| Q3 2019 | $5,736,000 | +49.4% | 126,936 | +44.2% | 0.25% | +48.0% |
| Q2 2019 | $3,840,000 | – | 88,028 | – | 0.17% | – |
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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% |