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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,114,000 | -6.3% | 64,613 | -3.1% | 0.81% | +6.7% |
| Q4 2021 | $4,392,000 | +122.9% | 66,684 | +99.1% | 0.76% | +76.6% |
| Q3 2021 | $1,970,000 | +0.5% | 33,485 | +1.9% | 0.43% | -0.9% |
| Q2 2021 | $1,961,000 | +1300.7% | 32,860 | +1063.2% | 0.43% | +819.1% |
| Q3 2020 | $140,000 | -33.3% | 2,825 | -52.5% | 0.05% | -13.0% |
| Q2 2020 | $210,000 | +600.0% | 5,952 | +674.0% | 0.05% | +315.4% |
| Q1 2020 | $30,000 | -78.1% | 769 | -74.7% | 0.01% | -71.1% |
| Q3 2019 | $137,000 | +3.8% | 3,043 | +0.1% | 0.04% | +7.1% |
| Q2 2019 | $132,000 | -4.3% | 3,041 | -5.1% | 0.04% | -8.7% |
| Q1 2019 | $138,000 | – | 3,204 | – | 0.05% | – |
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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% |