WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,925,551 | +5511.8% | 140,582 | +5792.0% | 0.24% | +5975.0% |
Q2 2023 | $159,051 | -77.8% | 2,386 | -79.2% | 0.00% | -78.9% |
Q1 2023 | $715,726 | -57.9% | 11,481 | -59.3% | 0.02% | -63.5% |
Q4 2022 | $1,701,729 | +1856.0% | 28,193 | +1637.1% | 0.05% | +2500.0% |
Q3 2022 | $87,000 | -3.3% | 1,623 | +3.3% | 0.00% | 0.0% |
Q2 2022 | $90,000 | -10.0% | 1,571 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $100,000 | -2.9% | 1,571 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $103,000 | +12.0% | 1,571 | 0.0% | 0.00% | +50.0% |
Q3 2021 | $92,000 | -2.1% | 1,571 | 0.0% | 0.00% | -33.3% |
Q2 2021 | $94,000 | +4.4% | 1,571 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $90,000 | +7.1% | 1,571 | 0.0% | 0.00% | -25.0% |
Q4 2020 | $84,000 | -16.8% | 1,571 | -23.1% | 0.00% | -20.0% |
Q3 2020 | $101,000 | -25.7% | 2,043 | -31.7% | 0.01% | -44.4% |
Q2 2020 | $136,000 | +17.2% | 2,993 | 0.0% | 0.01% | -10.0% |
Q1 2020 | $116,000 | -20.0% | 2,993 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $145,000 | +8.2% | 2,993 | 0.0% | 0.01% | +42.9% |
Q3 2019 | $134,000 | – | 2,993 | – | 0.01% | – |
Download |
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% |