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 | $1,220,278 | -100.0% | 19,220 | -84.7% | 0.26% | -84.4% |
| Q4 2020 | $6,796,586,000 | -24.3% | 125,956 | -30.5% | 1.64% | -32.8% |
| Q3 2020 | $8,979,606,000 | +9.7% | 181,150 | +0.7% | 2.44% | -0.4% |
| Q2 2020 | $8,186,699,000 | -3.4% | 179,967 | -17.4% | 2.45% | -20.0% |
| Q1 2020 | $8,475,263,000 | -22.4% | 217,817 | -3.3% | 3.07% | -11.1% |
| Q4 2019 | $10,915,098,000 | +13.2% | 225,193 | +5.3% | 3.45% | +4.5% |
| Q3 2019 | $9,640,122,000 | +3.2% | 213,797 | -0.1% | 3.30% | +0.9% |
| Q2 2019 | $9,342,536,000 | +3.2% | 214,033 | +1.8% | 3.27% | -4.8% |
| Q1 2019 | $9,054,972,000 | +19.8% | 210,287 | +6.6% | 3.44% | +5.6% |
| Q4 2018 | $7,559,435,000 | -20.5% | 197,220 | -8.0% | 3.26% | -7.8% |
| Q3 2018 | $9,505,730,000 | +8.2% | 214,431 | +0.1% | 3.53% | +0.5% |
| Q2 2018 | $8,786,524,000 | +3.2% | 214,253 | +1.6% | 3.52% | +2.5% |
| Q1 2018 | $8,510,390,000 | -2.4% | 210,862 | +0.2% | 3.43% | -1.5% |
| Q4 2017 | $8,715,505,000 | – | 210,367 | – | 3.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |