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 2023 | $282,846 | -20.4% | 4,455 | -16.4% | 0.07% | -19.8% |
| Q2 2023 | $355,142 | +3.1% | 5,328 | -3.5% | 0.09% | -2.2% |
| Q1 2023 | $344,339 | +7.7% | 5,524 | +4.3% | 0.09% | +10.7% |
| Q4 2022 | $319,703 | +20.0% | 5,297 | +7.2% | 0.08% | +10.5% |
| Q3 2022 | $266,360 | -5.6% | 4,940 | +0.4% | 0.08% | -3.8% |
| Q2 2022 | $282,022 | +10.4% | 4,920 | +22.6% | 0.08% | +25.4% |
| Q1 2022 | $255,461 | +16.3% | 4,012 | +20.3% | 0.06% | +12.5% |
| Q4 2021 | $219,679 | -0.9% | 3,335 | -10.2% | 0.06% | -12.5% |
| Q2 2021 | $221,611 | -12.3% | 3,713 | -20.7% | 0.06% | -28.1% |
| Q4 2020 | $252,564 | +8.5% | 4,680 | -0.3% | 0.09% | -5.3% |
| Q3 2020 | $232,818 | +8.8% | 4,696 | +0.0% | 0.09% | -5.1% |
| Q2 2020 | $214,000 | -1.8% | 4,695 | +4.2% | 0.10% | +4.2% |
| Q4 2019 | $218,000 | +6.9% | 4,507 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $204,000 | – | 4,507 | – | 0.10% | – |
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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% |