WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 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% | – |
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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% |