WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |