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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |