WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,034,422 | +41.9% | 709,315 | +48.9% | 0.28% | +29.1% |
| Q2 2023 | $31,745,692 | +16.0% | 476,233 | +8.5% | 0.22% | +8.9% |
| Q1 2023 | $27,361,537 | +11.6% | 438,908 | +8.1% | 0.20% | +1.5% |
| Q4 2022 | $24,514,363 | +118.2% | 406,136 | +94.9% | 0.20% | +42.1% |
| Q3 2022 | $11,234,000 | +1.4% | 208,376 | +7.8% | 0.14% | -1.4% |
| Q2 2022 | $11,077,000 | -9.0% | 193,283 | +1.1% | 0.14% | -4.1% |
| Q1 2022 | $12,171,000 | -16.6% | 191,151 | -13.8% | 0.15% | -17.3% |
| Q4 2021 | $14,598,000 | -3.6% | 221,656 | -13.8% | 0.18% | -12.7% |
| Q3 2021 | $15,137,000 | -1.6% | 257,258 | -0.2% | 0.20% | -5.5% |
| Q2 2021 | $15,383,000 | +9.7% | 257,798 | +5.2% | 0.22% | -26.9% |
| Q1 2021 | $14,017,000 | +12.6% | 245,097 | +6.2% | 0.30% | +3.1% |
| Q4 2020 | $12,452,000 | +16.6% | 230,771 | +7.1% | 0.29% | +3.6% |
| Q3 2020 | $10,677,000 | +51.9% | 215,394 | +39.4% | 0.28% | +48.7% |
| Q2 2020 | $7,031,000 | +25.1% | 154,551 | +7.0% | 0.19% | +0.5% |
| Q1 2020 | $5,622,000 | -16.0% | 144,485 | +4.5% | 0.19% | +3.9% |
| Q4 2019 | $6,696,000 | +18.8% | 138,227 | +10.6% | 0.18% | +5.3% |
| Q3 2019 | $5,635,000 | +5.2% | 124,927 | +1.7% | 0.17% | +3.0% |
| Q2 2019 | $5,355,000 | +23.5% | 122,793 | +22.0% | 0.16% | +17.0% |
| Q1 2019 | $4,337,000 | +19.3% | 100,634 | +6.1% | 0.14% | 0.0% |
| Q4 2018 | $3,634,000 | -33.1% | 94,884 | -22.5% | 0.14% | -25.4% |
| Q3 2018 | $5,432,000 | -61.9% | 122,509 | -65.3% | 0.19% | -69.9% |
| Q1 2018 | $14,244,000 | -0.4% | 352,996 | +2.2% | 0.63% | +4.5% |
| Q4 2017 | $14,308,000 | +9.5% | 345,360 | +0.9% | 0.60% | +1.0% |
| Q3 2017 | $13,067,000 | +87.2% | 342,300 | +80.2% | 0.59% | +80.5% |
| Q2 2017 | $6,982,000 | +17.9% | 189,946 | +13.8% | 0.33% | +16.7% |
| Q1 2017 | $5,922,000 | +34.5% | 166,935 | +26.6% | 0.28% | +23.7% |
| Q4 2016 | $4,402,000 | +59.3% | 131,908 | +54.1% | 0.23% | +115.1% |
| Q3 2016 | $2,764,000 | +99.3% | 85,609 | +95.1% | 0.11% | +30.9% |
| Q2 2016 | $1,387,000 | +9.0% | 43,875 | +7.9% | 0.08% | +2.5% |
| Q1 2016 | $1,272,000 | +91.3% | 40,660 | +85.4% | 0.08% | +88.1% |
| Q4 2015 | $665,000 | +73.2% | 21,935 | +63.6% | 0.04% | +61.5% |
| Q3 2015 | $384,000 | – | 13,405 | – | 0.03% | – |
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% |