WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,244 | -18.5% | 6,886 | -14.5% | 0.02% | -15.8% |
| Q2 2023 | $536,679 | +8.7% | 8,051 | +1.6% | 0.02% | +5.6% |
| Q1 2023 | $493,795 | +0.8% | 7,921 | -2.4% | 0.02% | 0.0% |
| Q4 2022 | $489,821 | +242.5% | 8,115 | +206.1% | 0.02% | +200.0% |
| Q3 2022 | $143,000 | -5.3% | 2,651 | +0.0% | 0.01% | +20.0% |
| Q2 2022 | $151,000 | -5.6% | 2,650 | +5.5% | 0.01% | -44.4% |
| Q1 2022 | $160,000 | -14.4% | 2,512 | -11.4% | 0.01% | +50.0% |
| Q4 2021 | $187,000 | -6.5% | 2,836 | -16.7% | 0.01% | -14.3% |
| Q3 2021 | $200,000 | 0.0% | 3,406 | +1.3% | 0.01% | -36.4% |
| Q2 2021 | $200,000 | +8.7% | 3,362 | +4.3% | 0.01% | 0.0% |
| Q1 2021 | $184,000 | -27.3% | 3,222 | -31.2% | 0.01% | -35.3% |
| Q4 2020 | $253,000 | -3.1% | 4,682 | -10.9% | 0.02% | -15.0% |
| Q3 2020 | $261,000 | -6.5% | 5,257 | -14.6% | 0.02% | -9.1% |
| Q2 2020 | $279,000 | -4.8% | 6,154 | -18.3% | 0.02% | -18.5% |
| Q1 2020 | $293,000 | -35.6% | 7,528 | -19.9% | 0.03% | -20.6% |
| Q4 2019 | $455,000 | -13.3% | 9,396 | -19.3% | 0.03% | -17.1% |
| Q3 2019 | $525,000 | -21.8% | 11,650 | -24.2% | 0.04% | -21.2% |
| Q2 2019 | $671,000 | +0.8% | 15,372 | -0.7% | 0.05% | -1.9% |
| Q1 2019 | $666,000 | +26.6% | 15,475 | +12.7% | 0.05% | +12.8% |
| Q4 2018 | $526,000 | +97.7% | 13,735 | +128.8% | 0.05% | +123.8% |
| Q3 2018 | $266,000 | +35.0% | 6,002 | +24.9% | 0.02% | +23.5% |
| Q2 2018 | $197,000 | – | 4,805 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |