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 | $2,092,249 | +16.1% | 32,954 | +21.9% | 0.03% | +18.5% |
Q2 2023 | $1,801,886 | +44.0% | 27,031 | +34.7% | 0.03% | +35.0% |
Q1 2023 | $1,251,288 | +51.8% | 20,072 | +47.0% | 0.02% | +42.9% |
Q4 2022 | $824,457 | +17.6% | 13,659 | +5.0% | 0.01% | +7.7% |
Q3 2022 | $701,000 | +11.6% | 13,009 | +18.7% | 0.01% | +8.3% |
Q2 2022 | $628,000 | -9.4% | 10,963 | +0.8% | 0.01% | +9.1% |
Q1 2022 | $693,000 | -2.7% | 10,877 | +0.6% | 0.01% | 0.0% |
Q4 2021 | $712,000 | +11.1% | 10,810 | -0.8% | 0.01% | 0.0% |
Q3 2021 | $641,000 | -9.3% | 10,900 | -8.0% | 0.01% | -8.3% |
Q2 2021 | $707,000 | -100.0% | 11,848 | -71.0% | 0.01% | -40.0% |
Q1 2021 | $2,332,748,000 | +185185.8% | 40,790 | +74.8% | 0.02% | -25.9% |
Q4 2020 | $1,259,000 | +8.6% | 23,329 | -0.3% | 0.03% | -6.9% |
Q3 2020 | $1,159,000 | +1.8% | 23,388 | -6.5% | 0.03% | -9.4% |
Q2 2020 | $1,138,000 | +11.5% | 25,015 | -4.7% | 0.03% | -13.5% |
Q1 2020 | $1,021,000 | -28.3% | 26,250 | -10.6% | 0.04% | -11.9% |
Q4 2019 | $1,423,000 | +37.6% | 29,376 | +28.1% | 0.04% | +20.0% |
Q3 2019 | $1,034,000 | +44.8% | 22,935 | +40.0% | 0.04% | +34.6% |
Q2 2019 | $714,000 | +18.6% | 16,380 | +17.1% | 0.03% | 0.0% |
Q1 2019 | $602,000 | +568.9% | 13,983 | +586.1% | 0.03% | +550.0% |
Q3 2018 | $90,000 | +7.1% | 2,038 | 0.0% | 0.00% | -20.0% |
Q2 2018 | $84,000 | -41.3% | 2,038 | -42.8% | 0.01% | -50.0% |
Q1 2018 | $143,000 | -2.7% | 3,563 | +0.4% | 0.01% | -9.1% |
Q4 2017 | $147,000 | +9.7% | 3,550 | +0.7% | 0.01% | -21.4% |
Q3 2017 | $134,000 | +4.7% | 3,524 | +1.0% | 0.01% | 0.0% |
Q2 2017 | $128,000 | +4.9% | 3,490 | +0.7% | 0.01% | -22.2% |
Q1 2017 | $122,000 | – | 3,466 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |