WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $296,000 | -19.3% | 7,608 | +0.5% | 0.20% | -10.8% |
| Q4 2019 | $367,000 | +26.6% | 7,568 | +17.9% | 0.22% | +63.2% |
| Q3 2019 | $290,000 | +4.3% | 6,421 | +0.8% | 0.14% | +0.7% |
| Q2 2019 | $278,000 | +2.2% | 6,372 | +0.7% | 0.14% | -5.6% |
| Q1 2019 | $272,000 | +2.3% | 6,328 | -8.8% | 0.14% | -11.2% |
| Q4 2018 | $266,000 | -12.8% | 6,940 | +1.0% | 0.16% | -5.8% |
| Q3 2018 | $305,000 | +250.6% | 6,871 | +222.9% | 0.17% | +242.0% |
| Q2 2018 | $87,000 | +1.2% | 2,128 | +0.4% | 0.05% | +6.4% |
| Q1 2018 | $86,000 | -1.1% | 2,119 | +0.8% | 0.05% | -11.3% |
| Q4 2017 | $87,000 | -4.4% | 2,102 | -12.1% | 0.05% | -15.9% |
| Q3 2017 | $91,000 | – | 2,391 | – | 0.06% | – |
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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% |