WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $903,243 | -39.3% | 13,550 | -43.3% | 0.20% | -44.7% |
| Q1 2023 | $1,488,929 | +3.1% | 23,884 | -0.2% | 0.37% | -5.8% |
| Q4 2022 | $1,444,053 | +12.1% | 23,924 | +0.1% | 0.39% | +2.1% |
| Q3 2022 | $1,288,000 | -5.9% | 23,896 | +0.0% | 0.39% | -4.9% |
| Q2 2022 | $1,369,000 | -15.7% | 23,887 | -6.4% | 0.41% | -2.2% |
| Q1 2022 | $1,624,000 | -4.8% | 25,509 | -1.5% | 0.42% | +2.5% |
| Q4 2021 | $1,706,000 | +12.4% | 25,900 | +0.4% | 0.40% | +2.8% |
| Q3 2021 | $1,518,000 | -1.4% | 25,797 | +0.0% | 0.39% | -3.7% |
| Q2 2021 | $1,539,000 | +2.5% | 25,785 | -1.8% | 0.41% | -8.3% |
| Q1 2021 | $1,502,000 | -3.8% | 26,256 | -9.3% | 0.45% | -13.9% |
| Q4 2020 | $1,562,000 | +16.7% | 28,942 | +7.1% | 0.52% | -7.0% |
| Q3 2020 | $1,339,000 | +6.9% | 27,020 | -1.9% | 0.56% | +0.5% |
| Q2 2020 | $1,253,000 | +14.2% | 27,536 | -2.3% | 0.55% | +0.4% |
| Q1 2020 | $1,097,000 | -3.8% | 28,187 | +19.9% | 0.55% | +18.7% |
| Q4 2019 | $1,140,000 | +4.3% | 23,514 | -3.0% | 0.46% | +1.5% |
| Q3 2019 | $1,093,000 | – | 24,249 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |