WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $26,501 | +3.3% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $25,660 | +11.6% | 425 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $23,000 | -4.2% | 425 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $24,000 | -11.1% | 425 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $27,000 | -3.6% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $25,000 | 0.0% | 425 | 0.0% | 0.01% | -11.1% |
Q2 2021 | $25,000 | +4.2% | 425 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $24,000 | +4.3% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $23,000 | +9.5% | 425 | +0.7% | 0.01% | -10.0% |
Q3 2020 | $21,000 | +10.5% | 422 | +0.2% | 0.01% | 0.0% |
Q2 2020 | $19,000 | +18.8% | 421 | +0.7% | 0.01% | 0.0% |
Q1 2020 | $16,000 | -20.0% | 418 | +0.5% | 0.01% | +11.1% |
Q4 2019 | $20,000 | +5.3% | 416 | +0.7% | 0.01% | -10.0% |
Q3 2019 | $19,000 | +5.6% | 413 | +0.7% | 0.01% | +11.1% |
Q2 2019 | $18,000 | 0.0% | 410 | +0.7% | 0.01% | -10.0% |
Q1 2019 | $18,000 | – | 407 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |