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 | $6,851,781 | -2.8% | 107,919 | +2.1% | 5.09% | +10.2% |
| Q2 2023 | $7,049,092 | +9.4% | 105,747 | +2.3% | 4.62% | -0.5% |
| Q1 2023 | $6,441,114 | +3.6% | 103,322 | +0.3% | 4.65% | -11.6% |
| Q4 2022 | $6,220,181 | +20.0% | 103,051 | +7.2% | 5.26% | +22.8% |
| Q3 2022 | $5,182,000 | -9.7% | 96,125 | -4.0% | 4.28% | -1.8% |
| Q2 2022 | $5,739,000 | -7.3% | 100,144 | +3.0% | 4.36% | +12.3% |
| Q1 2022 | $6,192,000 | +39.6% | 97,251 | +44.3% | 3.88% | +53.1% |
| Q4 2021 | $4,437,000 | +1026.1% | 67,373 | +907.2% | 2.53% | +1006.6% |
| Q3 2021 | $394,000 | -4.8% | 6,689 | -3.5% | 0.23% | -3.4% |
| Q2 2021 | $414,000 | +1.5% | 6,933 | -2.8% | 0.24% | -8.8% |
| Q1 2021 | $408,000 | -89.5% | 7,133 | -90.1% | 0.26% | -91.0% |
| Q4 2020 | $3,903,000 | – | 72,339 | – | 2.90% | – |
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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% |