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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,585,407 | -2.7% | 654,991 | +2.2% | 0.36% | 0.0% |
| Q2 2023 | $42,728,389 | -3.9% | 640,990 | -10.2% | 0.36% | -7.7% |
| Q1 2023 | $44,483,395 | +4.9% | 713,561 | +1.6% | 0.39% | -1.0% |
| Q4 2022 | $42,397,159 | +15.3% | 702,405 | +3.0% | 0.39% | -46.5% |
| Q3 2022 | $36,769,000 | +2.4% | 682,052 | +8.9% | 0.73% | +28.5% |
| Q2 2022 | $35,905,000 | -8.9% | 626,503 | +1.3% | 0.57% | +0.9% |
| Q1 2022 | $39,392,000 | -0.2% | 618,697 | +3.2% | 0.57% | +0.2% |
| Q4 2021 | $39,475,000 | +15.5% | 599,370 | +3.2% | 0.56% | +3.9% |
| Q3 2021 | $34,181,000 | +5.9% | 580,909 | +7.4% | 0.54% | +5.0% |
| Q2 2021 | $32,272,000 | +15.1% | 540,839 | +10.3% | 0.52% | -6.2% |
| Q1 2021 | $28,045,000 | +24.9% | 490,378 | +17.8% | 0.55% | +24.3% |
| Q4 2020 | $22,454,000 | +324.1% | 416,140 | +289.7% | 0.44% | +2.3% |
| Q3 2020 | $5,294,000 | +119.8% | 106,789 | +101.7% | 0.43% | +94.6% |
| Q2 2020 | $2,409,000 | +60.3% | 52,948 | +37.1% | 0.22% | +21.2% |
| Q1 2020 | $1,503,000 | – | 38,624 | – | 0.18% | – |
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% |