WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 185 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $319,000 | +10.8% | 5,342 | +6.1% | 0.17% | +35.0% |
| Q1 2021 | $288,000 | +20.5% | 5,033 | +13.7% | 0.12% | +9.8% |
| Q4 2020 | $239,000 | +9.1% | 4,426 | +0.2% | 0.11% | 0.0% |
| Q3 2020 | $219,000 | +11.7% | 4,416 | +2.5% | 0.11% | +7.7% |
| Q2 2020 | $196,000 | +12.6% | 4,309 | -3.6% | 0.10% | -5.5% |
| Q1 2020 | $174,000 | -19.4% | 4,470 | +0.2% | 0.11% | +13.4% |
| Q4 2019 | $216,000 | +16.1% | 4,463 | +8.2% | 0.10% | +14.1% |
| Q3 2019 | $186,000 | -4.6% | 4,126 | -7.6% | 0.08% | -5.6% |
| Q2 2019 | $195,000 | +0.5% | 4,466 | -0.7% | 0.09% | +7.1% |
| Q1 2019 | $194,000 | +12.8% | 4,498 | +0.1% | 0.08% | +3.7% |
| Q4 2018 | $172,000 | -14.4% | 4,494 | -0.8% | 0.08% | +8.0% |
| Q3 2018 | $201,000 | +617.9% | 4,532 | +556.8% | 0.08% | +525.0% |
| Q2 2018 | $28,000 | 0.0% | 690 | 0.0% | 0.01% | +50.0% |
| Q1 2018 | $28,000 | -3.4% | 690 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $29,000 | – | 690 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |