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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |