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 2022 | $125,000 | -0.8% | 2,323 | +5.1% | 0.04% | +2.9% |
| Q2 2022 | $126,000 | -17.1% | 2,210 | -7.8% | 0.03% | -5.6% |
| Q1 2022 | $152,000 | +33.3% | 2,396 | +37.9% | 0.04% | +38.5% |
| Q4 2021 | $114,000 | +28.1% | 1,738 | +13.7% | 0.03% | +18.2% |
| Q3 2021 | $89,000 | +2.3% | 1,529 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $87,000 | +3.6% | 1,472 | +0.5% | 0.02% | -4.3% |
| Q1 2021 | $84,000 | +6.3% | 1,465 | +0.5% | 0.02% | -4.2% |
| Q4 2020 | $79,000 | +11.3% | 1,458 | +0.7% | 0.02% | -4.0% |
| Q3 2020 | $71,000 | -10.1% | 1,448 | -16.9% | 0.02% | -16.7% |
| Q2 2020 | $79,000 | +23.4% | 1,743 | +0.6% | 0.03% | 0.0% |
| Q1 2020 | $64,000 | -23.8% | 1,733 | +0.5% | 0.03% | +7.1% |
| Q4 2019 | $84,000 | +10.5% | 1,725 | +0.5% | 0.03% | 0.0% |
| Q3 2019 | $76,000 | +1.3% | 1,717 | +0.5% | 0.03% | 0.0% |
| Q2 2019 | $75,000 | – | 1,708 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |