WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,477,160 | +3.2% | 117,769 | +8.4% | 0.62% | +4.0% |
| Q2 2023 | $7,242,031 | +17.0% | 108,641 | +9.5% | 0.60% | +2.6% |
| Q1 2023 | $6,187,207 | +11.9% | 99,249 | +8.3% | 0.58% | +2.8% |
| Q4 2022 | $5,529,174 | +30.3% | 91,603 | +16.4% | 0.57% | +15.2% |
| Q3 2022 | $4,244,000 | -6.1% | 78,718 | -0.1% | 0.49% | -3.0% |
| Q2 2022 | $4,518,000 | +5.2% | 78,828 | +16.9% | 0.51% | +22.5% |
| Q1 2022 | $4,293,000 | +35.5% | 67,428 | +40.2% | 0.41% | +38.0% |
| Q4 2021 | $3,168,000 | +242.5% | 48,100 | +210.2% | 0.30% | +203.0% |
| Q3 2021 | $925,000 | 0.0% | 15,506 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $925,000 | +44.8% | 15,506 | +38.8% | 0.10% | +35.6% |
| Q1 2021 | $639,000 | -0.6% | 11,170 | -6.2% | 0.07% | -8.8% |
| Q4 2020 | $643,000 | -0.3% | 11,910 | -8.5% | 0.08% | -8.0% |
| Q3 2020 | $645,000 | +5.6% | 13,019 | -3.2% | 0.09% | -3.3% |
| Q2 2020 | $611,000 | -40.0% | 13,451 | -48.6% | 0.09% | -55.9% |
| Q1 2020 | $1,018,000 | -52.9% | 26,155 | -41.4% | 0.20% | -46.2% |
| Q4 2019 | $2,163,000 | -0.9% | 44,632 | -7.8% | 0.38% | -11.4% |
| Q3 2019 | $2,183,000 | +0.4% | 48,426 | -2.8% | 0.43% | -5.1% |
| Q2 2019 | $2,174,000 | +3.0% | 49,813 | +1.6% | 0.45% | +3.9% |
| Q1 2019 | $2,111,000 | +34.3% | 49,047 | +19.6% | 0.43% | +13.6% |
| Q4 2018 | $1,572,000 | +31.2% | 41,012 | +52.4% | 0.38% | +72.1% |
| Q3 2018 | $1,198,000 | +46.3% | 26,913 | +34.6% | 0.22% | +35.4% |
| Q2 2018 | $819,000 | +182.4% | 19,989 | +172.3% | 0.16% | +90.7% |
| Q1 2018 | $290,000 | – | 7,341 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |