WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $997,301 | -4.8% | 15,708 | 0.0% | 0.02% | -4.8% |
Q2 2023 | $1,047,095 | +6.9% | 15,708 | 0.0% | 0.02% | -8.7% |
Q1 2023 | $979,237 | +3.3% | 15,708 | 0.0% | 0.02% | -14.8% |
Q4 2022 | $948,135 | +11.9% | 15,708 | 0.0% | 0.03% | +17.4% |
Q3 2022 | $847,000 | -5.9% | 15,708 | 0.0% | 0.02% | -14.8% |
Q2 2022 | $900,000 | -10.0% | 15,708 | 0.0% | 0.03% | +12.5% |
Q1 2022 | $1,000,000 | -3.4% | 15,708 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $1,035,000 | +12.0% | 15,708 | 0.0% | 0.02% | -4.0% |
Q3 2021 | $924,000 | -1.4% | 15,708 | 0.0% | 0.02% | -10.7% |
Q2 2021 | $937,000 | – | 15,708 | – | 0.03% | – |
Download |
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% |