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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $645,000 | -21.4% | 9,786 | -29.8% | 0.04% | -34.4% |
| Q3 2021 | $821,000 | +6.6% | 13,942 | +8.1% | 0.06% | +3.2% |
| Q2 2021 | $770,000 | +12.6% | 12,898 | +7.8% | 0.06% | +1.6% |
| Q1 2021 | $684,000 | +0.9% | 11,966 | -4.7% | 0.06% | -6.2% |
| Q4 2020 | $678,000 | +11.5% | 12,561 | +2.5% | 0.06% | 0.0% |
| Q3 2020 | $608,000 | +10.3% | 12,257 | +1.1% | 0.06% | +1.6% |
| Q2 2020 | $551,000 | +87.4% | 12,120 | +60.3% | 0.06% | +68.4% |
| Q1 2020 | $294,000 | -16.2% | 7,561 | +4.4% | 0.04% | +5.6% |
| Q4 2019 | $351,000 | +7.7% | 7,240 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $326,000 | +35.3% | 7,240 | +31.0% | 0.04% | +34.6% |
| Q2 2019 | $241,000 | +31.7% | 5,527 | +15.9% | 0.03% | -31.6% |
| Q4 2018 | $183,000 | +125.9% | 4,768 | +159.8% | 0.04% | 0.0% |
| Q3 2018 | $81,000 | -60.7% | 1,835 | -64.1% | 0.04% | -11.6% |
| Q1 2018 | $206,000 | -99.4% | 5,107 | +403.2% | 0.04% | +377.8% |
| Q2 2017 | $37,000,000 | – | 1,015 | – | 0.01% | – |
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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% |