WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 40 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,243,099 | +53.7% | 35,330 | +61.4% | 0.10% | +53.8% |
Q2 2023 | $1,459,525 | +79.5% | 21,895 | +67.8% | 0.06% | +62.5% |
Q1 2023 | $813,220 | -0.2% | 13,045 | +0.8% | 0.04% | -2.4% |
Q4 2022 | $814,474 | +15.9% | 12,936 | +10.4% | 0.04% | +2.5% |
Q3 2022 | $703,000 | -2.5% | 11,721 | -1.0% | 0.04% | -4.8% |
Q2 2022 | $721,000 | -9.3% | 11,842 | -5.1% | 0.04% | -17.6% |
Q1 2022 | $795,000 | -4.1% | 12,483 | -0.8% | 0.05% | -10.5% |
Q4 2021 | $829,000 | +17.6% | 12,585 | +5.1% | 0.06% | -1.7% |
Q3 2021 | $705,000 | +3.4% | 11,974 | +4.8% | 0.06% | -4.9% |
Q2 2021 | $682,000 | +6.1% | 11,426 | +1.6% | 0.06% | -12.9% |
Q1 2021 | $643,000 | +12.2% | 11,242 | +6.8% | 0.07% | -6.7% |
Q4 2020 | $573,000 | +14.8% | 10,523 | +4.6% | 0.08% | +7.1% |
Q3 2020 | $499,000 | +14.7% | 10,063 | +5.3% | 0.07% | +2.9% |
Q2 2020 | $435,000 | +29.5% | 9,560 | +10.6% | 0.07% | +7.9% |
Q1 2020 | $336,000 | -57.2% | 8,645 | -65.8% | 0.06% | -82.2% |
Q2 2015 | $785,000 | – | 25,290 | – | 0.35% | – |
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% |