WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |