WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,291,615 | -7.5% | 36,094 | -2.9% | 0.10% | -5.4% |
| Q2 2023 | $2,476,881 | +10.1% | 37,157 | +3.0% | 0.11% | +14.4% |
| Q1 2023 | $2,249,851 | +22.0% | 36,090 | +18.1% | 0.10% | +10.2% |
| Q4 2022 | $1,844,753 | +804.3% | 30,563 | +760.4% | 0.09% | +633.3% |
| Q2 2022 | $204,000 | -22.4% | 3,552 | -14.0% | 0.01% | -25.0% |
| Q1 2022 | $263,000 | -5.7% | 4,132 | -2.5% | 0.02% | -5.9% |
| Q4 2021 | $279,000 | +4.5% | 4,238 | -6.8% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | +4.3% | 4,546 | +6.1% | 0.02% | 0.0% |
| Q2 2021 | $256,000 | +4.9% | 4,286 | +0.3% | 0.02% | -5.6% |
| Q1 2021 | $244,000 | +3966.7% | 4,275 | +2605.7% | 0.02% | +1700.0% |
| Q1 2020 | $6,000 | – | 158 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |