WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 314 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $52,431,570 | -1.3% | 671,769 | -3.6% | 11.32% | -1.0% |
| Q1 2024 | $53,109,150 | +0.7% | 697,062 | -7.1% | 11.44% | -4.4% |
| Q4 2023 | $52,718,950 | +9.4% | 750,127 | -1.2% | 11.96% | +0.7% |
| Q3 2023 | $48,190,478 | -8.0% | 759,025 | -3.4% | 11.88% | -4.3% |
| Q2 2023 | $52,392,578 | -2.9% | 785,967 | -9.2% | 12.41% | -8.5% |
| Q1 2023 | $53,940,670 | -0.9% | 865,266 | -4.0% | 13.56% | -4.4% |
| Q4 2022 | $54,407,653 | +12.4% | 901,386 | +0.4% | 14.18% | +4.3% |
| Q3 2022 | $48,390,000 | -5.2% | 897,610 | +0.7% | 13.60% | -1.8% |
| Q2 2022 | $51,064,000 | -7.2% | 891,008 | +3.0% | 13.85% | +2.2% |
| Q1 2022 | $55,055,000 | +0.9% | 864,695 | +4.4% | 13.55% | +3.9% |
| Q4 2021 | $54,568,000 | +16.2% | 828,549 | +3.8% | 13.04% | +8.5% |
| Q3 2021 | $46,947,000 | +2.3% | 797,876 | +3.8% | 12.02% | -1.3% |
| Q2 2021 | $45,883,000 | +4.7% | 768,940 | +0.4% | 12.18% | +1.7% |
| Q1 2021 | $43,808,000 | +17.2% | 766,014 | +10.6% | 11.98% | +17.0% |
| Q4 2020 | $37,369,000 | +15.5% | 692,525 | +6.1% | 10.24% | +4.8% |
| Q3 2020 | $32,352,000 | +78.9% | 652,652 | +64.2% | 9.77% | +53.3% |
| Q2 2020 | $18,079,000 | +42945.2% | 397,429 | +36664.9% | 6.37% | +35311.1% |
| Q1 2020 | $42,000 | +500.0% | 1,081 | +620.7% | 0.02% | +350.0% |
| Q4 2019 | $7,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |