WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. 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 | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |