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% | – |
Download | ||||||
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% |