WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 325 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292,297 | +2.4% | 3,745 | 0.0% | 0.14% | 0.0% |
| Q1 2024 | $285,332 | +8.4% | 3,745 | 0.0% | 0.14% | -1.4% |
| Q4 2023 | $263,199 | +10.7% | 3,745 | 0.0% | 0.14% | +3.6% |
| Q3 2023 | $237,770 | -4.8% | 3,745 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $249,642 | +6.9% | 3,745 | 0.0% | 0.14% | +1.5% |
| Q1 2023 | $233,463 | +3.3% | 3,745 | 0.0% | 0.13% | +2.3% |
| Q4 2022 | $226,048 | +11.9% | 3,745 | 0.0% | 0.13% | +8.3% |
| Q3 2022 | $202,000 | -6.0% | 3,745 | 0.0% | 0.12% | +2.5% |
| Q2 2022 | $215,000 | -9.7% | 3,745 | 0.0% | 0.12% | +6.3% |
| Q1 2022 | $238,000 | -3.6% | 3,745 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $247,000 | +12.3% | 3,745 | 0.0% | 0.11% | +3.7% |
| Q3 2021 | $220,000 | -1.3% | 3,745 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $223,000 | +4.2% | 3,745 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $214,000 | +5.9% | 3,745 | 0.0% | 0.11% | +0.9% |
| Q4 2020 | $202,000 | – | 3,745 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |