WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,650,845 | +5.1% | 46,776 | +2.6% | 0.39% | -3.2% |
| Q1 2024 | $3,472,309 | +13.1% | 45,574 | +4.3% | 0.40% | +6.1% |
| Q4 2023 | $3,071,035 | +11.8% | 43,697 | +1.0% | 0.38% | +0.5% |
| Q3 2023 | $2,747,925 | +1.7% | 43,281 | +6.7% | 0.38% | +3.0% |
| Q2 2023 | $2,702,891 | +23.9% | 40,547 | +15.9% | 0.37% | +21.9% |
| Q1 2023 | $2,181,427 | +0.7% | 34,992 | -2.5% | 0.30% | -4.4% |
| Q4 2022 | $2,166,615 | +26.9% | 35,895 | +13.4% | 0.32% | +17.1% |
| Q3 2022 | $1,707,000 | +0.4% | 31,663 | +6.7% | 0.27% | +4.7% |
| Q2 2022 | $1,701,000 | -10.0% | 29,681 | -0.0% | 0.26% | 0.0% |
| Q1 2022 | $1,890,000 | -3.3% | 29,691 | +0.1% | 0.26% | -1.5% |
| Q4 2021 | $1,954,000 | +11.9% | 29,666 | -0.0% | 0.26% | +0.4% |
| Q3 2021 | $1,746,000 | -2.1% | 29,667 | -0.7% | 0.26% | -3.7% |
| Q2 2021 | $1,783,000 | -6.2% | 29,875 | -10.1% | 0.27% | -15.9% |
| Q1 2021 | $1,901,000 | -19.9% | 33,231 | -24.4% | 0.32% | -30.5% |
| Q4 2020 | $2,373,000 | +23.3% | 43,974 | +13.2% | 0.46% | -0.6% |
| Q3 2020 | $1,925,000 | – | 38,843 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |