WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |