WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $715,029 | +12.3% | 10,174 | +1.5% | 0.07% | 0.0% |
Q3 2023 | $636,677 | +12.3% | 10,028 | +17.9% | 0.07% | -7.5% |
Q2 2023 | $566,806 | -11.3% | 8,503 | -17.0% | 0.08% | +9.6% |
Q1 2023 | $638,981 | -55.2% | 10,250 | -54.7% | 0.07% | -27.0% |
Q4 2022 | $1,426,921 | +7.8% | 22,614 | +4.6% | 0.10% | +8.7% |
Q1 2022 | $1,324,000 | +0.2% | 21,626 | +4.3% | 0.09% | +5.7% |
Q4 2021 | $1,321,000 | +6.8% | 20,725 | +6.8% | 0.09% | +6.1% |
Q3 2021 | $1,237,000 | -11.5% | 19,406 | -13.9% | 0.08% | -16.3% |
Q2 2021 | $1,397,000 | +2.3% | 22,531 | -2.7% | 0.10% | -7.5% |
Q1 2021 | $1,366,000 | +16.4% | 23,156 | +7.2% | 0.11% | +6.0% |
Q4 2020 | $1,174,000 | -5.7% | 21,609 | -10.5% | 0.10% | -17.4% |
Q3 2020 | $1,245,000 | +1.0% | 24,142 | -3.2% | 0.12% | -5.5% |
Q2 2020 | $1,233,000 | +160.7% | 24,949 | +122.9% | 0.13% | +109.8% |
Q1 2020 | $473,000 | -99.0% | 11,195 | +632.7% | 0.06% | +281.2% |
Q3 2016 | $48,972,000 | +101925.0% | 1,528 | 0.0% | 0.02% | – |
Q2 2016 | $48,000 | – | 1,528 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |