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 | $321,419 | -4.3% | 5,063 | +0.5% | 0.04% | -2.4% |
| Q2 2023 | $335,833 | +6.9% | 5,038 | 0.0% | 0.04% | -6.7% |
| Q1 2023 | $314,069 | +3.3% | 5,038 | 0.0% | 0.04% | +125.0% |
| Q4 2022 | $304,094 | +11.8% | 5,038 | 0.0% | 0.02% | +53.8% |
| Q3 2022 | $272,000 | -5.9% | 5,038 | 0.0% | 0.01% | -38.1% |
| Q2 2022 | $289,000 | -10.0% | 5,038 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $321,000 | -3.3% | 5,038 | 0.0% | 0.02% | -62.3% |
| Q4 2021 | $332,000 | +12.2% | 5,038 | 0.0% | 0.05% | +6.0% |
| Q3 2021 | $296,000 | -48.5% | 5,038 | -47.7% | 0.05% | -48.5% |
| Q2 2021 | $575,000 | -1.7% | 9,631 | -5.8% | 0.10% | -9.3% |
| Q1 2021 | $585,000 | +6.0% | 10,221 | 0.0% | 0.11% | -14.4% |
| Q4 2020 | $552,000 | +8.9% | 10,221 | 0.0% | 0.12% | -3.1% |
| Q3 2020 | $507,000 | +9.0% | 10,221 | 0.0% | 0.13% | -0.8% |
| Q2 2020 | $465,000 | – | 10,221 | – | 0.13% | – |
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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% |