WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,656 | -7.7% | 6,720 | -3.0% | 0.16% | -6.9% |
| Q2 2023 | $462,024 | +6.3% | 6,931 | -0.6% | 0.18% | -9.3% |
| Q1 2023 | $434,747 | +1.6% | 6,974 | -1.6% | 0.19% | -4.9% |
| Q4 2022 | $427,977 | -95.5% | 7,090 | -96.0% | 0.20% | -95.3% |
| Q3 2022 | $9,539,000 | -22.8% | 176,935 | -18.0% | 4.28% | -15.4% |
| Q2 2022 | $12,360,000 | -15.7% | 215,670 | -6.3% | 5.06% | +3.2% |
| Q1 2022 | $14,658,000 | +71.1% | 230,225 | +76.9% | 4.90% | +94.8% |
| Q4 2021 | $8,569,000 | +429.9% | 130,114 | +373.5% | 2.52% | +375.8% |
| Q3 2021 | $1,617,000 | +9.6% | 27,482 | +11.1% | 0.53% | +12.1% |
| Q2 2021 | $1,476,000 | +314.6% | 24,741 | +297.2% | 0.47% | +280.6% |
| Q1 2021 | $356,000 | -1.4% | 6,229 | -6.9% | 0.12% | -5.3% |
| Q4 2020 | $361,000 | +3.1% | 6,693 | -5.3% | 0.13% | -5.8% |
| Q3 2020 | $350,000 | +1.2% | 7,065 | -7.1% | 0.14% | -5.4% |
| Q2 2020 | $346,000 | +19.7% | 7,609 | +2.4% | 0.15% | -9.8% |
| Q1 2020 | $289,000 | -82.5% | 7,428 | -78.2% | 0.16% | -82.5% |
| Q4 2019 | $1,654,000 | +4.2% | 34,112 | -3.1% | 0.93% | -1.4% |
| Q3 2019 | $1,587,000 | +1.3% | 35,192 | -1.9% | 0.94% | -8.4% |
| Q2 2019 | $1,566,000 | +52.2% | 35,869 | +50.1% | 1.03% | +21.7% |
| Q1 2019 | $1,029,000 | -62.5% | 23,901 | +234.3% | 0.85% | -32.1% |
| Q4 2018 | $2,741,000 | – | 7,150 | – | 1.25% | – |
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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% |