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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,409,497 | +9.9% | 22,384 | +16.3% | 0.07% | +12.7% |
| Q2 2023 | $1,282,568 | +8.8% | 19,240 | +2.0% | 0.06% | 0.0% |
| Q1 2023 | $1,178,339 | +177.1% | 18,856 | +167.6% | 0.06% | +117.2% |
| Q4 2022 | $425,316 | -0.6% | 7,046 | -1.5% | 0.03% | -9.4% |
| Q3 2022 | $428,000 | +2.4% | 7,155 | -1.9% | 0.03% | -5.9% |
| Q2 2022 | $418,000 | -5.0% | 7,295 | -1.1% | 0.03% | -2.9% |
| Q1 2022 | $440,000 | +358.3% | 7,379 | +351.3% | 0.04% | +288.9% |
| Q3 2021 | $96,000 | +28.0% | 1,635 | +29.6% | 0.01% | +12.5% |
| Q2 2021 | $75,000 | +4.2% | 1,262 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $72,000 | -45.5% | 1,262 | -48.5% | 0.01% | -52.9% |
| Q4 2020 | $132,000 | +9.1% | 2,451 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $121,000 | +45.8% | 2,451 | +34.9% | 0.02% | +38.5% |
| Q2 2020 | $83,000 | +16.9% | 1,817 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -19.3% | 1,817 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $88,000 | +54.4% | 1,817 | +44.0% | 0.01% | +44.4% |
| Q3 2019 | $57,000 | +1325.0% | 1,262 | +1162.0% | 0.01% | +800.0% |
| Q2 2019 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |