WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449 | -8.8% | 38,633 | -1.9% | 2.51% | +55.4% |
| Q2 2023 | $2,684 | -12.4% | 39,390 | -18.8% | 1.61% | -53.6% |
| Q1 2023 | $3,063 | +4.3% | 48,486 | -0.5% | 3.48% | +5.3% |
| Q4 2022 | $2,938 | -99.9% | 48,754 | +0.9% | 3.30% | -12.3% |
| Q3 2022 | $2,657,000 | -7.6% | 48,334 | +0.5% | 3.77% | +93.0% |
| Q2 2022 | $2,876,000 | -1.3% | 48,116 | +5.1% | 1.95% | -55.1% |
| Q1 2022 | $2,914,000 | -1.4% | 45,771 | -1.1% | 4.35% | +117.5% |
| Q4 2021 | $2,954,000 | +9.3% | 46,296 | +1.9% | 2.00% | +10.2% |
| Q3 2021 | $2,702,000 | -0.4% | 45,416 | +1.2% | 1.81% | -2.1% |
| Q2 2021 | $2,713,000 | +14.2% | 44,861 | +11.2% | 1.85% | +3.6% |
| Q1 2021 | $2,376,000 | +8.7% | 40,340 | +1.1% | 1.79% | +5.9% |
| Q4 2020 | $2,185,000 | +4.1% | 39,901 | -5.3% | 1.69% | -4.5% |
| Q3 2020 | $2,098,000 | +30.6% | 42,154 | +22.6% | 1.77% | +21.4% |
| Q2 2020 | $1,607,000 | +18.7% | 34,372 | +8.9% | 1.46% | -0.4% |
| Q1 2020 | $1,354,000 | – | 31,570 | – | 1.46% | – |
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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% |