WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $320,000 | +8.8% | 6,452 | 0.0% | 0.08% | -6.2% |
| Q2 2020 | $294,000 | +10.1% | 6,452 | -6.0% | 0.08% | -13.0% |
| Q1 2020 | $267,000 | -19.8% | 6,867 | 0.0% | 0.09% | +19.5% |
| Q4 2019 | $333,000 | +7.4% | 6,867 | 0.0% | 0.08% | -1.3% |
| Q3 2019 | $310,000 | +3.3% | 6,867 | 0.0% | 0.08% | +39.3% |
| Q2 2019 | $300,000 | +1.4% | 6,867 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $296,000 | +13.0% | 6,867 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $262,000 | -7.1% | 6,867 | 0.0% | 0.06% | -10.9% |
| Q3 2018 | $282,000 | 0.0% | 6,867 | 0.0% | 0.06% | +1.6% |
| Q2 2018 | $282,000 | – | 6,867 | – | 0.06% | – |
Download | ||||||
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% |