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 | $172,000 | -20.0% | 4,439 | 0.0% | 0.10% | -3.7% |
| Q4 2019 | $215,000 | -72.4% | 4,439 | -75.2% | 0.11% | -79.7% |
| Q2 2019 | $780,000 | -44.6% | 17,866 | -45.4% | 0.53% | -49.4% |
| Q1 2019 | $1,409,000 | +29.9% | 32,726 | +15.7% | 1.04% | -0.4% |
| Q4 2018 | $1,085,000 | -10.0% | 28,294 | +4.0% | 1.04% | -3.9% |
| Q3 2018 | $1,206,000 | +0.5% | 27,214 | -7.0% | 1.08% | +2.6% |
| Q2 2018 | $1,200,000 | +3.2% | 29,267 | +1.5% | 1.06% | -28.0% |
| Q1 2018 | $1,163,000 | -3.2% | 28,822 | +6.2% | 1.47% | +1.0% |
| Q4 2017 | $1,201,000 | – | 27,151 | – | 1.45% | – |
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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% |