WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 382 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $976,016 | +1.7% | 12,505 | -0.8% | 0.16% | -3.6% |
Q1 2024 | $960,083 | +7.4% | 12,601 | -1.0% | 0.17% | -4.0% |
Q4 2023 | $894,317 | +3.1% | 12,725 | -6.9% | 0.18% | -15.8% |
Q3 2023 | $867,612 | +0.6% | 13,665 | +5.7% | 0.21% | +0.5% |
Q2 2023 | $862,031 | +12.3% | 12,932 | +3.6% | 0.21% | +2.5% |
Q1 2023 | $767,835 | -0.8% | 12,477 | -2.7% | 0.20% | -0.5% |
Q4 2022 | $774,238 | +10.4% | 12,827 | -1.3% | 0.20% | -1.9% |
Q3 2022 | $701,000 | -11.3% | 13,002 | 0.0% | 0.21% | +3.5% |
Q2 2022 | $790,000 | -4.2% | 13,002 | +0.4% | 0.20% | +2.0% |
Q1 2022 | $825,000 | -7.7% | 12,952 | -4.6% | 0.20% | -22.7% |
Q4 2021 | $894,000 | +11.9% | 13,572 | 0.0% | 0.26% | -2.7% |
Q3 2021 | $799,000 | -1.4% | 13,572 | 0.0% | 0.26% | -3.0% |
Q2 2021 | $810,000 | +3.2% | 13,572 | -1.1% | 0.27% | -10.0% |
Q1 2021 | $785,000 | +4.8% | 13,725 | -1.2% | 0.30% | -24.6% |
Q4 2020 | $749,000 | +12.0% | 13,887 | +3.0% | 0.40% | -4.3% |
Q3 2020 | $669,000 | +9.0% | 13,487 | -0.1% | 0.42% | -6.1% |
Q2 2020 | $614,000 | +28.7% | 13,507 | +10.3% | 0.44% | +2.3% |
Q1 2020 | $477,000 | +21.4% | 12,249 | +54.1% | 0.43% | +69.8% |
Q4 2019 | $393,000 | +10.7% | 7,948 | +0.8% | 0.26% | +5.8% |
Q3 2019 | $355,000 | +3.8% | 7,883 | +0.6% | 0.24% | +9.5% |
Q2 2019 | $342,000 | +2.4% | 7,833 | +0.4% | 0.22% | 0.0% |
Q1 2019 | $334,000 | +11.7% | 7,803 | 0.0% | 0.22% | -13.7% |
Q4 2018 | $299,000 | -12.6% | 7,803 | +1.2% | 0.26% | -2.7% |
Q3 2018 | $342,000 | +12.5% | 7,712 | +4.1% | 0.26% | +21.9% |
Q2 2018 | $304,000 | – | 7,405 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |