WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177 | -4.8% | 2,784 | 0.0% | 0.06% | -8.7% |
| Q2 2023 | $186 | +6.9% | 2,784 | 0.0% | 0.07% | +6.2% |
| Q1 2023 | $174 | +1.2% | 2,784 | -2.1% | 0.06% | -4.4% |
| Q4 2022 | $172 | -99.9% | 2,844 | 0.0% | 0.07% | -5.6% |
| Q3 2022 | $153,000 | +9.3% | 2,844 | +16.4% | 0.07% | +20.0% |
| Q2 2022 | $140,000 | -21.3% | 2,444 | -12.5% | 0.06% | -6.2% |
| Q1 2022 | $178,000 | -4.3% | 2,793 | -1.0% | 0.06% | -1.5% |
| Q4 2021 | $186,000 | +12.0% | 2,822 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $166,000 | +18.6% | 2,822 | +20.4% | 0.06% | +16.1% |
| Q2 2021 | $140,000 | +102.9% | 2,344 | +93.9% | 0.06% | +60.0% |
| Q1 2021 | $69,000 | +137.9% | 1,209 | +128.1% | 0.04% | +133.3% |
| Q4 2020 | $29,000 | +11.5% | 530 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $26,000 | +85.7% | 530 | +71.0% | 0.02% | +66.7% |
| Q2 2020 | $14,000 | – | 310 | – | 0.01% | – |
Download | ||||||
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% |