WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 252 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,896,362 | +49.3% | 62,723 | +45.8% | 0.14% | +38.8% |
| Q1 2024 | $3,279,053 | +28.4% | 43,025 | +18.4% | 0.10% | +15.3% |
| Q4 2023 | $2,554,397 | +14.1% | 36,346 | +3.1% | 0.08% | -2.3% |
| Q3 2023 | $2,239,550 | +45.2% | 35,261 | +52.4% | 0.09% | +47.5% |
| Q2 2023 | $1,542,647 | +43.4% | 23,135 | +34.2% | 0.06% | +34.1% |
| Q1 2023 | $1,075,531 | +4.8% | 17,243 | +1.4% | 0.04% | -13.7% |
| Q4 2022 | $1,025,975 | +25.4% | 16,997 | +12.1% | 0.05% | +18.6% |
| Q3 2022 | $818,000 | -3.8% | 15,156 | +2.3% | 0.04% | 0.0% |
| Q2 2022 | $850,000 | -5.6% | 14,822 | +4.9% | 0.04% | +13.2% |
| Q1 2022 | $900,000 | -3.1% | 14,126 | +0.2% | 0.04% | -5.0% |
| Q4 2021 | $929,000 | +12.2% | 14,100 | +0.3% | 0.04% | -2.4% |
| Q3 2021 | $828,000 | -1.8% | 14,056 | -0.4% | 0.04% | -2.4% |
| Q2 2021 | $843,000 | +4.6% | 14,118 | +0.3% | 0.04% | -12.5% |
| Q1 2021 | $806,000 | +38.0% | 14,078 | +30.2% | 0.05% | +20.0% |
| Q4 2020 | $584,000 | +2820.0% | 10,809 | +2536.3% | 0.04% | +400.0% |
| Q3 2020 | $20,000 | -95.9% | 410 | -96.2% | 0.01% | -81.4% |
| Q2 2020 | $489,000 | +17.5% | 10,739 | +0.4% | 0.04% | -2.3% |
| Q1 2020 | $416,000 | -19.4% | 10,691 | +0.4% | 0.04% | +10.0% |
| Q4 2019 | $516,000 | +15.7% | 10,652 | +7.7% | 0.04% | -13.0% |
| Q3 2019 | $446,000 | +3.7% | 9,893 | +0.4% | 0.05% | -4.2% |
| Q2 2019 | $430,000 | +1.7% | 9,851 | +2.6% | 0.05% | -65.5% |
| Q1 2019 | $423,000 | +15.3% | 9,603 | +0.4% | 0.14% | +87.8% |
| Q4 2018 | $367,000 | -2.4% | 9,565 | +4.3% | 0.07% | +5.7% |
| Q3 2018 | $376,000 | -3.1% | 9,173 | -3.2% | 0.07% | +32.1% |
| Q2 2018 | $388,000 | 0.0% | 9,472 | -1.5% | 0.05% | -1.9% |
| Q1 2018 | $388,000 | +67.2% | 9,616 | +71.5% | 0.05% | +54.3% |
| Q4 2017 | $232,000 | – | 5,608 | – | 0.04% | – |
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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% |