WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,235 | -4.8% | 1,563 | 0.0% | 0.06% | -4.9% |
| Q2 2023 | $104,190 | +4.1% | 1,563 | -2.7% | 0.06% | 0.0% |
| Q1 2023 | $100,118 | +1.9% | 1,606 | -1.3% | 0.06% | 0.0% |
| Q4 2022 | $98,206 | +5.6% | 1,627 | -5.8% | 0.06% | -3.2% |
| Q3 2022 | $93,000 | -6.1% | 1,727 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $99,000 | -13.2% | 1,727 | -3.2% | 0.06% | 0.0% |
| Q1 2022 | $114,000 | +4.6% | 1,785 | +7.4% | 0.06% | +6.7% |
| Q4 2021 | $109,000 | +18.5% | 1,662 | +6.3% | 0.06% | +9.1% |
| Q3 2021 | $92,000 | -9.8% | 1,563 | -8.4% | 0.06% | -14.1% |
| Q2 2021 | $102,000 | +4.1% | 1,706 | 0.0% | 0.06% | -5.9% |
| Q1 2021 | $98,000 | +18.1% | 1,706 | +11.0% | 0.07% | +7.9% |
| Q4 2020 | $83,000 | +20.3% | 1,537 | +10.3% | 0.06% | +8.6% |
| Q3 2020 | $69,000 | +9.5% | 1,394 | 0.0% | 0.06% | +5.5% |
| Q2 2020 | $63,000 | +16.7% | 1,394 | 0.0% | 0.06% | -5.2% |
| Q1 2020 | $54,000 | -20.6% | 1,394 | 0.0% | 0.06% | 0.0% |
| Q4 2019 | $68,000 | +7.9% | 1,394 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $63,000 | +3.3% | 1,394 | 0.0% | 0.06% | +11.5% |
| Q2 2019 | $61,000 | +1.7% | 1,394 | 0.0% | 0.05% | +67.7% |
| Q1 2019 | $60,000 | – | 1,394 | – | 0.03% | – |
Download | ||||||
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% |