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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $385,000 | +23.0% | 6,445 | +17.8% | 0.01% | +7.7% |
| Q1 2021 | $313,000 | -2.5% | 5,473 | -8.1% | 0.01% | -13.3% |
| Q4 2020 | $321,000 | +13.4% | 5,958 | +4.5% | 0.02% | -11.8% |
| Q3 2020 | $283,000 | +23.0% | 5,702 | +12.8% | 0.02% | 0.0% |
| Q2 2020 | $230,000 | -5.0% | 5,055 | +1.1% | 0.02% | -15.0% |
| Q4 2019 | $242,000 | +8.0% | 4,999 | +0.5% | 0.02% | -20.0% |
| Q3 2019 | $224,000 | +9.3% | 4,972 | +5.9% | 0.02% | -7.4% |
| Q2 2019 | $205,000 | +2.0% | 4,697 | +0.6% | 0.03% | -20.6% |
| Q1 2019 | $201,000 | -1.5% | 4,667 | +1.7% | 0.03% | -45.2% |
| Q3 2018 | $204,000 | +1.0% | 4,590 | -3.8% | 0.06% | -27.9% |
| Q4 2017 | $202,000 | – | 4,770 | – | 0.09% | – |
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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% |