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 | $629,840 | -5.4% | 9,944 | -0.5% | 0.11% | -1.8% |
| Q2 2023 | $665,853 | +6.9% | 9,989 | -0.1% | 0.11% | +0.9% |
| Q1 2023 | $623,137 | +8.6% | 9,996 | -6.1% | 0.11% | -14.4% |
| Q3 2022 | $574,000 | -26.0% | 10,645 | -21.4% | 0.13% | -15.9% |
| Q2 2022 | $776,000 | -11.9% | 13,537 | -2.1% | 0.16% | -5.4% |
| Q1 2022 | $881,000 | -4.0% | 13,833 | -0.7% | 0.17% | +45.6% |
| Q4 2021 | $918,000 | +11.4% | 13,937 | -0.4% | 0.11% | -30.9% |
| Q3 2021 | $824,000 | -21.1% | 14,000 | -20.1% | 0.16% | -21.1% |
| Q2 2021 | $1,045,000 | -23.7% | 17,518 | -26.8% | 0.21% | -30.6% |
| Q1 2021 | $1,369,000 | +1.0% | 23,936 | -4.7% | 0.30% | -8.0% |
| Q4 2020 | $1,355,000 | +7.0% | 25,114 | +2.2% | 0.33% | +2.8% |
| Q3 2020 | $1,266,000 | +6.0% | 24,570 | -6.4% | 0.32% | +0.6% |
| Q2 2020 | $1,194,000 | +7.1% | 26,247 | -8.4% | 0.32% | -7.9% |
| Q1 2020 | $1,115,000 | -56.5% | 28,643 | -45.8% | 0.34% | -49.3% |
| Q4 2019 | $2,564,000 | +9.0% | 52,889 | -0.9% | 0.68% | -6.9% |
| Q3 2019 | $2,352,000 | -2.0% | 53,372 | -2.9% | 0.73% | -6.2% |
| Q2 2019 | $2,399,000 | -4.7% | 54,954 | -6.0% | 0.78% | -6.9% |
| Q1 2019 | $2,516,000 | +3.7% | 58,435 | -2.9% | 0.83% | -3.0% |
| Q4 2018 | $2,427,000 | -28.2% | 60,186 | -21.1% | 0.86% | -23.6% |
| Q3 2018 | $3,382,000 | -1.8% | 76,288 | -9.1% | 1.12% | -11.6% |
| Q2 2018 | $3,443,000 | -49.1% | 83,965 | -49.9% | 1.27% | -51.6% |
| Q1 2018 | $6,768,000 | +27.5% | 167,682 | +30.9% | 2.62% | +14.3% |
| Q4 2017 | $5,307,000 | – | 128,099 | – | 2.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |