WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 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 | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |