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 | $324,435 | -4.5% | 5,110 | +0.3% | 0.03% | +3.3% |
| Q2 2023 | $339,633 | +51.5% | 5,095 | +41.7% | 0.03% | +36.4% |
| Q1 2023 | $224,113 | +2.3% | 3,595 | +4.7% | 0.02% | +4.8% |
| Q1 2022 | $219,000 | -72.8% | 3,435 | -71.8% | 0.02% | -72.7% |
| Q4 2021 | $806,000 | +16.3% | 12,194 | +3.5% | 0.08% | +4.1% |
| Q3 2021 | $693,000 | +8.5% | 11,777 | +9.9% | 0.07% | +10.4% |
| Q2 2021 | $639,000 | +6.3% | 10,715 | +2.0% | 0.07% | -5.6% |
| Q1 2021 | $601,000 | -68.1% | 10,503 | -85.5% | 0.07% | +195.8% |
| Q3 2018 | $1,884,000 | +119.1% | 72,538 | +105.3% | 0.02% | +140.0% |
| Q2 2018 | $860,000 | – | 35,329 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |