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 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 ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |