WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $596,000 | +10.0% | 9,052 | -1.7% | 0.10% | +3.0% |
| Q3 2021 | $542,000 | -0.7% | 9,210 | +0.7% | 0.10% | -3.9% |
| Q2 2021 | $546,000 | +8.8% | 9,149 | +4.2% | 0.10% | -5.5% |
| Q1 2021 | $502,000 | -0.4% | 8,782 | -6.0% | 0.11% | -9.2% |
| Q4 2020 | $504,000 | -36.0% | 9,345 | -41.2% | 0.12% | -44.2% |
| Q3 2020 | $788,000 | +100.0% | 15,903 | +83.5% | 0.22% | +85.3% |
| Q2 2020 | $394,000 | +33.1% | 8,665 | +13.9% | 0.12% | +3.6% |
| Q1 2020 | $296,000 | -47.1% | 7,610 | -34.2% | 0.11% | -35.3% |
| Q4 2019 | $560,000 | +26.4% | 11,562 | +17.7% | 0.17% | +10.2% |
| Q3 2019 | $443,000 | +24.4% | 9,825 | +18.8% | 0.16% | +10.6% |
| Q1 2019 | $356,000 | – | 8,267 | – | 0.14% | – |
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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% |