WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,206 | +4.0% | 145,223 | -6.0% | 3.73% | -14.8% |
| Q3 2023 | $9,810 | -10.0% | 154,515 | -5.5% | 4.38% | -16.1% |
| Q2 2023 | $10,898 | -0.7% | 163,488 | -7.2% | 5.22% | -1.8% |
| Q1 2023 | $10,980 | +1.8% | 176,124 | -1.4% | 5.31% | -3.6% |
| Q4 2022 | $10,783 | -99.9% | 178,651 | -2.2% | 5.51% | -1.8% |
| Q3 2022 | $9,844,000 | -6.7% | 182,601 | -0.9% | 5.61% | +0.1% |
| Q2 2022 | $10,556,000 | -10.0% | 184,192 | +0.0% | 5.61% | -0.4% |
| Q1 2022 | $11,724,000 | -3.8% | 184,134 | -0.5% | 5.63% | +1.5% |
| Q4 2021 | $12,191,000 | +13.4% | 185,112 | +1.4% | 5.54% | +2.5% |
| Q3 2021 | $10,747,000 | -6.1% | 182,640 | -4.8% | 5.41% | -6.3% |
| Q2 2021 | $11,444,000 | +1.5% | 191,789 | -2.7% | 5.78% | -5.1% |
| Q1 2021 | $11,276,000 | +12.5% | 197,166 | +6.1% | 6.08% | +6.0% |
| Q4 2020 | $10,026,000 | +9.2% | 185,798 | +0.3% | 5.74% | -4.9% |
| Q3 2020 | $9,183,000 | +5.2% | 185,245 | -3.4% | 6.04% | +1.1% |
| Q2 2020 | $8,726,000 | +18.7% | 191,814 | +1.5% | 5.97% | +19.6% |
| Q1 2020 | $7,350,000 | -20.6% | 188,898 | -1.1% | 4.99% | -21.4% |
| Q4 2019 | $9,260,000 | +8.2% | 191,037 | +0.6% | 6.35% | +2.3% |
| Q3 2019 | $8,560,000 | +7.8% | 189,851 | +4.3% | 6.20% | +5.0% |
| Q2 2019 | $7,944,000 | +6.6% | 181,992 | +5.2% | 5.91% | +6.1% |
| Q1 2019 | $7,453,000 | +19.7% | 173,073 | +6.6% | 5.57% | +3.7% |
| Q4 2018 | $6,224,000 | -15.4% | 162,388 | -2.2% | 5.37% | -5.5% |
| Q3 2018 | $7,358,000 | +7.2% | 165,989 | -0.8% | 5.68% | +1.8% |
| Q2 2018 | $6,862,000 | +1.6% | 167,328 | -0.0% | 5.58% | -1.5% |
| Q1 2018 | $6,756,000 | +0.4% | 167,383 | +3.0% | 5.67% | +3.6% |
| Q4 2017 | $6,731,000 | +5.8% | 162,460 | -2.6% | 5.47% | -0.1% |
| Q3 2017 | $6,364,000 | +13.2% | 166,768 | +9.1% | 5.47% | +13.1% |
| Q2 2017 | $5,624,000 | +3.2% | 152,917 | -0.4% | 4.84% | +2.5% |
| Q1 2017 | $5,447,000 | – | 153,512 | – | 4.72% | – |
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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% |