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 | $454,588 | -10.8% | 7,160 | -6.4% | 0.15% | -3.2% |
| Q2 2023 | $509,682 | -14.0% | 7,646 | -19.6% | 0.16% | -22.0% |
| Q1 2023 | $592,916 | +17.2% | 9,511 | +13.5% | 0.20% | +2.0% |
| Q4 2022 | $505,877 | +148.0% | 8,381 | +161.9% | 0.20% | +263.0% |
| Q1 2022 | $204,000 | -3.3% | 3,200 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $211,000 | -56.1% | 3,200 | -60.3% | 0.05% | -49.5% |
| Q2 2021 | $481,000 | +4.6% | 8,066 | +0.3% | 0.11% | -5.3% |
| Q1 2021 | $460,000 | +7.0% | 8,040 | +0.8% | 0.11% | +2.7% |
| Q4 2020 | $430,000 | +5.9% | 7,977 | -2.5% | 0.11% | -6.0% |
| Q3 2020 | $406,000 | +12.5% | 8,182 | +3.1% | 0.12% | -7.1% |
| Q2 2020 | $361,000 | +66.4% | 7,936 | +42.1% | 0.13% | +28.6% |
| Q1 2020 | $217,000 | +4.8% | 5,585 | +30.6% | 0.10% | +25.6% |
| Q4 2019 | $207,000 | +1193.8% | 4,275 | +1040.0% | 0.08% | +1200.0% |
| Q2 2019 | $16,000 | – | 375 | – | 0.01% | – |
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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% |