WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,999,660 | -6.9% | 31,496 | -2.3% | 0.01% | +166.7% |
| Q2 2023 | $2,148,775 | +22.7% | 32,235 | +14.8% | 0.00% | -91.4% |
| Q1 2023 | $1,750,636 | +3.3% | 28,082 | +0.0% | 0.04% | +66.7% |
| Q4 2022 | $1,694,585 | +11.9% | 28,075 | -0.0% | 0.02% | +10.5% |
| Q3 2022 | $1,514,000 | -5.9% | 28,081 | +0.0% | 0.02% | -5.0% |
| Q2 2022 | $1,609,000 | -9.8% | 28,070 | +0.2% | 0.02% | +5.3% |
| Q1 2022 | $1,783,000 | -3.3% | 28,010 | +0.0% | 0.02% | +5.6% |
| Q4 2021 | $1,844,000 | +12.0% | 28,004 | +0.0% | 0.02% | -18.2% |
| Q3 2021 | $1,647,000 | -1.4% | 27,995 | +0.0% | 0.02% | -8.3% |
| Q2 2021 | $1,670,000 | +4.3% | 27,986 | -0.0% | 0.02% | -4.0% |
| Q1 2021 | $1,601,000 | +6.0% | 27,997 | +0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,511,000 | +3497.6% | 27,990 | +2770.8% | 0.02% | +1150.0% |
| Q1 2019 | $42,000 | +13.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $37,000 | – | 975 | – | 0.00% | – |
Download | ||||||
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% |