WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 68 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,985,809 | +1.8% | 871,055 | -0.6% | 7.20% | +1.1% |
| Q1 2024 | $66,782,289 | +6.5% | 876,523 | -1.7% | 7.12% | +1.4% |
| Q4 2023 | $62,696,700 | +11.6% | 892,099 | +0.8% | 7.02% | +2.0% |
| Q3 2023 | $56,194,256 | -9.2% | 885,088 | -4.7% | 6.88% | -6.6% |
| Q2 2023 | $61,911,275 | +5.0% | 928,762 | -1.8% | 7.37% | +2.4% |
| Q1 2023 | $58,961,484 | -15.1% | 945,805 | -17.7% | 7.20% | -20.4% |
| Q4 2022 | $69,408,688 | +10.1% | 1,149,912 | -1.6% | 9.05% | +4.0% |
| Q3 2022 | $63,013,000 | -2.4% | 1,168,849 | +3.7% | 8.70% | -1.4% |
| Q2 2022 | $64,580,000 | -13.8% | 1,126,857 | -4.2% | 8.82% | +2.8% |
| Q1 2022 | $74,907,000 | -3.0% | 1,176,490 | +0.4% | 8.59% | +0.8% |
| Q4 2021 | $77,208,000 | +12.5% | 1,172,309 | +0.5% | 8.52% | +7.1% |
| Q3 2021 | $68,617,000 | -2.8% | 1,166,158 | -1.4% | 7.95% | -3.2% |
| Q2 2021 | $70,604,000 | +7.1% | 1,183,240 | +2.7% | 8.22% | -0.3% |
| Q1 2021 | $65,912,000 | +15.6% | 1,152,517 | +9.1% | 8.24% | +9.0% |
| Q4 2020 | $57,003,000 | +12.4% | 1,056,389 | +3.2% | 7.56% | -5.2% |
| Q3 2020 | $50,732,000 | +9.3% | 1,023,438 | +0.3% | 7.98% | +2.7% |
| Q2 2020 | $46,436,000 | +13.2% | 1,020,790 | -3.1% | 7.76% | -12.2% |
| Q1 2020 | $41,008,000 | +2.3% | 1,053,932 | +27.4% | 8.84% | +32.4% |
| Q4 2019 | $40,085,000 | +22.2% | 827,007 | +13.6% | 6.68% | +15.2% |
| Q3 2019 | $32,813,000 | +14.8% | 727,713 | +11.1% | 5.80% | +11.7% |
| Q2 2019 | $28,594,000 | +6.9% | 655,064 | +5.4% | 5.19% | +3.5% |
| Q1 2019 | $26,751,000 | +27.8% | 621,239 | +13.8% | 5.02% | +9.3% |
| Q4 2018 | $20,927,000 | -13.4% | 545,980 | +0.1% | 4.59% | -2.7% |
| Q3 2018 | $24,176,000 | +6.5% | 545,369 | -1.5% | 4.72% | +1.3% |
| Q2 2018 | $22,710,000 | +4.3% | 553,777 | +2.6% | 4.66% | +3.5% |
| Q1 2018 | $21,780,000 | -0.1% | 539,646 | +2.6% | 4.50% | -6.0% |
| Q4 2017 | $21,799,000 | +6.0% | 526,161 | -1.5% | 4.78% | -0.1% |
| Q3 2017 | $20,570,000 | +0.5% | 534,243 | -4.0% | 4.79% | -8.3% |
| Q2 2017 | $20,473,000 | -1.5% | 556,344 | -5.6% | 5.22% | -8.3% |
| Q1 2017 | $20,786,000 | +9.1% | 589,186 | -0.8% | 5.69% | -14.5% |
| Q3 2016 | $19,045,000 | -0.0% | 594,236 | -1.3% | 6.66% | -5.2% |
| Q2 2016 | $19,048,000 | – | 602,268 | – | 7.02% | – |
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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% |