Colorado Capital Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$644
-4.6%
10,1390.0%0.49%
-2.0%
Q2 2023$675
+1.8%
10,139
-4.7%
0.50%
-3.1%
Q1 2023$663
-12.9%
10,637
-16.0%
0.51%
-18.9%
Q4 2022$761
-99.9%
12,6640.0%0.63%
+7.5%
Q3 2022$682,000
-6.1%
12,6640.0%0.59%
+0.2%
Q2 2022$726,000
-12.2%
12,664
-2.5%
0.59%
-0.8%
Q1 2022$827,000
-5.1%
12,990
-1.5%
0.59%
+1.7%
Q4 2021$871,000
+9.4%
13,193
-2.5%
0.58%
+3.9%
Q3 2021$796,000
-4.8%
13,537
-3.4%
0.56%
-0.2%
Q2 2021$836,000
+4.4%
14,0160.0%0.56%
-1.6%
Q1 2021$801,000
+5.4%
14,016
-0.8%
0.57%
+3.4%
Q4 2020$760,000
+6.4%
14,122
-1.9%
0.55%
-6.1%
Q3 2020$714,000
+9.8%
14,3940.0%0.59%
+4.1%
Q2 2020$650,000
+12.3%
14,394
-3.3%
0.57%
+5.4%
Q1 2020$579,000
-15.1%
14,888
+5.8%
0.54%
+10.3%
Q4 2019$682,000
+6.4%
14,075
-1.0%
0.49%
+1.5%
Q3 2019$641,000
-2.4%
14,222
-5.5%
0.48%
-1.6%
Q2 2019$657,000
-0.6%
15,056
-2.1%
0.49%
-1.6%
Q1 2019$661,000
+14.6%
15,373
+2.0%
0.50%
+2.9%
Q4 2018$577,000
-13.6%
15,078
+0.0%
0.48%
+0.4%
Q3 2018$668,000
-15.2%
15,075
-21.6%
0.48%
-10.1%
Q2 2018$788,000
+0.8%
19,217
-0.9%
0.53%
+1.9%
Q1 2018$782,000
+6.1%
19,390
+9.0%
0.52%
+1.7%
Q4 2017$737,000
+10.0%
17,796
+1.4%
0.52%
+2.8%
Q3 2017$670,000
+3.9%
17,5540.0%0.50%
-1.4%
Q2 2017$645,000
+2.9%
17,554
-0.6%
0.51%
-3.6%
Q1 2017$627,000
-4.4%
17,663
-10.4%
0.53%
-11.3%
Q4 2016$656,000
+3.0%
19,7230.0%0.59%
+1.2%
Q3 2016$637,000
+0.2%
19,723
-2.2%
0.59%
-4.2%
Q2 2016$636,000
-1.9%
20,157
-2.8%
0.61%
-5.7%
Q1 2016$648,000
+2.7%
20,733
-0.4%
0.65%
-5.1%
Q4 2015$631,00020,8100.68%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders