WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 325 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,144,915 | +7.5% | 181,229 | +4.9% | 1.33% | -5.2% |
| Q1 2024 | $13,162,229 | +40.6% | 172,755 | +29.7% | 1.40% | +16.2% |
| Q4 2023 | $9,358,693 | +8.4% | 133,163 | -2.0% | 1.21% | -1.1% |
| Q3 2023 | $8,630,405 | -8.9% | 135,933 | -4.3% | 1.22% | -4.2% |
| Q2 2023 | $9,472,271 | +0.5% | 142,098 | -6.0% | 1.28% | -7.7% |
| Q1 2023 | $9,424,021 | +5.5% | 151,167 | +2.2% | 1.38% | -1.8% |
| Q4 2022 | $8,929,973 | -22.7% | 147,948 | -29.9% | 1.41% | -26.0% |
| Q3 2022 | $11,548,000 | +2164.3% | 211,120 | +2536.0% | 1.90% | +2436.0% |
| Q1 2022 | $510,000 | -4.3% | 8,009 | -1.0% | 0.08% | 0.0% |
| Q4 2021 | $533,000 | +14.1% | 8,091 | +1.9% | 0.08% | +4.2% |
| Q3 2021 | $467,000 | -0.2% | 7,938 | +1.1% | 0.07% | -5.3% |
| Q2 2021 | $468,000 | +14.1% | 7,849 | +9.5% | 0.08% | +4.1% |
| Q1 2021 | $410,000 | +17.8% | 7,168 | +11.1% | 0.07% | +2.8% |
| Q4 2020 | $348,000 | – | 6,449 | – | 0.07% | – |
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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% |