WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 257 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,080,212 | +3.9% | 13,840 | +1.4% | 0.09% | +1.1% |
| Q1 2024 | $1,039,994 | +40.5% | 13,650 | +29.6% | 0.09% | +29.6% |
| Q4 2023 | $740,048 | -11.4% | 10,530 | -19.9% | 0.07% | -19.3% |
| Q3 2023 | $834,894 | -4.4% | 13,150 | +0.4% | 0.09% | -3.3% |
| Q2 2023 | $873,246 | +7.3% | 13,100 | +0.3% | 0.09% | -5.2% |
| Q1 2023 | $814,160 | +8.2% | 13,060 | +4.8% | 0.10% | +2.1% |
| Q4 2022 | $752,387 | +14.9% | 12,465 | +2.6% | 0.09% | +14.6% |
| Q3 2022 | $655,000 | -53.1% | 12,145 | -50.2% | 0.08% | -54.2% |
| Q2 2022 | $1,398,000 | -8.1% | 24,400 | +2.1% | 0.18% | +11.2% |
| Q1 2022 | $1,521,000 | +37.9% | 23,890 | +42.6% | 0.16% | +37.6% |
| Q4 2021 | $1,103,000 | +62.2% | 16,755 | +44.9% | 0.12% | +48.1% |
| Q3 2021 | $680,000 | +7.4% | 11,560 | +9.1% | 0.08% | +5.3% |
| Q2 2021 | $633,000 | +16.6% | 10,600 | +11.6% | 0.08% | +5.6% |
| Q1 2021 | $543,000 | +27.2% | 9,495 | +20.0% | 0.07% | +18.3% |
| Q4 2020 | $427,000 | +162.0% | 7,915 | +141.3% | 0.06% | +130.8% |
| Q3 2020 | $163,000 | +75.3% | 3,280 | +61.2% | 0.03% | +62.5% |
| Q2 2020 | $93,000 | – | 2,035 | – | 0.02% | – |
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% |