WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,427 | +16.9% | 5,771 | +22.7% | 0.05% | +13.3% |
| Q2 2023 | $313,504 | -0.1% | 4,703 | -7.7% | 0.04% | -10.0% |
| Q1 2023 | $313,691 | +0.0% | 5,097 | -1.9% | 0.05% | -18.0% |
| Q4 2022 | $313,634 | +15.3% | 5,196 | +2.9% | 0.06% | +5.2% |
| Q3 2022 | $272,000 | -5.6% | 5,048 | +0.6% | 0.06% | -4.9% |
| Q2 2022 | $288,000 | -16.5% | 5,019 | -6.4% | 0.06% | -3.2% |
| Q1 2022 | $345,000 | -7.8% | 5,362 | -8.5% | 0.06% | +3.3% |
| Q4 2021 | $374,000 | +80.7% | 5,860 | +10.0% | 0.06% | +577.8% |
| Q1 2020 | $207,000 | – | 5,326 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |