WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 99 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $241,000 | -0.4% | 5,292 | -8.0% | 0.09% | -10.9% |
| Q1 2020 | $242,000 | -37.1% | 5,750 | -27.6% | 0.10% | -34.8% |
| Q4 2019 | $385,000 | +44.7% | 7,944 | +34.4% | 0.16% | +30.3% |
| Q3 2019 | $266,000 | +7.7% | 5,910 | +4.3% | 0.12% | -2.5% |
| Q2 2019 | $247,000 | -1.6% | 5,669 | -2.6% | 0.12% | -10.3% |
| Q1 2019 | $251,000 | +25.5% | 5,820 | +11.3% | 0.14% | +9.7% |
| Q4 2018 | $200,000 | -15.6% | 5,227 | -2.2% | 0.12% | +6.9% |
| Q3 2018 | $237,000 | +9.2% | 5,346 | +1.2% | 0.12% | -1.7% |
| Q2 2018 | $217,000 | -31.3% | 5,282 | -30.9% | 0.12% | -31.8% |
| Q4 2017 | $316,000 | +13.3% | 7,639 | +4.9% | 0.17% | +5.5% |
| Q3 2017 | $279,000 | +3.3% | 7,280 | +0.3% | 0.16% | -0.6% |
| Q2 2017 | $270,000 | +13.4% | 7,257 | +8.0% | 0.16% | -4.6% |
| Q1 2017 | $238,000 | +13.9% | 6,718 | +6.7% | 0.17% | +3.0% |
| Q4 2016 | $209,000 | – | 6,294 | – | 0.17% | – |
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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% |