WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,169,169 | -4.8% | 18,415 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $1,227,544 | -7.8% | 18,415 | -13.8% | 0.08% | -11.8% |
| Q1 2023 | $1,331,047 | +3.3% | 21,351 | +0.0% | 0.08% | -2.3% |
| Q4 2022 | $1,288,529 | +12.5% | 21,347 | +0.5% | 0.09% | +3.6% |
| Q3 2022 | $1,145,000 | -5.5% | 21,242 | +0.5% | 0.08% | 0.0% |
| Q2 2022 | $1,211,000 | -10.0% | 21,136 | +0.0% | 0.08% | +7.7% |
| Q1 2022 | $1,345,000 | +10.9% | 21,132 | +14.8% | 0.08% | +6.8% |
| Q4 2021 | $1,213,000 | +1.2% | 18,415 | -9.6% | 0.07% | -8.8% |
| Q3 2021 | $1,199,000 | -1.3% | 20,379 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $1,215,000 | +4.4% | 20,369 | +0.0% | 0.08% | -7.9% |
| Q1 2021 | $1,164,000 | +6.0% | 20,359 | +0.0% | 0.09% | -2.2% |
| Q4 2020 | $1,098,000 | -1.3% | 20,351 | -9.3% | 0.09% | -9.0% |
| Q3 2020 | $1,112,000 | +9.0% | 22,439 | +0.0% | 0.10% | +2.0% |
| Q2 2020 | $1,020,000 | +17.0% | 22,432 | +0.1% | 0.10% | -1.0% |
| Q1 2020 | $872,000 | -19.7% | 22,419 | +0.0% | 0.10% | +2.1% |
| Q4 2019 | $1,086,000 | +7.5% | 22,409 | +0.0% | 0.10% | -5.8% |
| Q3 2019 | $1,010,000 | +3.4% | 22,398 | +0.1% | 0.10% | +3.0% |
| Q2 2019 | $977,000 | +1.5% | 22,383 | +0.1% | 0.10% | -6.5% |
| Q1 2019 | $963,000 | +12.4% | 22,371 | +0.0% | 0.11% | -10.1% |
| Q4 2018 | $857,000 | – | 22,365 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |