WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. 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 | 7,248,815 | $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% |