WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $826,000 | -54.7% | 17,050 | -57.5% | 6.40% | +72.0% |
| Q3 2019 | $1,822,000 | +70.1% | 40,156 | +66.4% | 3.72% | +266.7% |
| Q2 2019 | $1,071,000 | -31.1% | 24,133 | -32.9% | 1.02% | -19.4% |
| Q1 2019 | $1,554,000 | +13.2% | 35,952 | +0.4% | 1.26% | -7.4% |
| Q4 2018 | $1,373,000 | -3.9% | 35,815 | +11.2% | 1.36% | +10.8% |
| Q3 2018 | $1,429,000 | +16.7% | 32,200 | +8.1% | 1.23% | -5.6% |
| Q2 2018 | $1,225,000 | +8.4% | 29,777 | +6.6% | 1.30% | +19.2% |
| Q1 2018 | $1,130,000 | -29.3% | 27,937 | -25.8% | 1.09% | -24.4% |
| Q4 2017 | $1,598,000 | – | 37,648 | – | 1.44% | – |
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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% |