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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,129 | -6.2% | 370 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $24,664 | +6.9% | 370 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,066 | +3.3% | 370 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,333 | -52.5% | 370 | -58.0% | 0.01% | -58.3% |
| Q3 2022 | $47,000 | -6.0% | 880 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $50,000 | -10.7% | 876 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $56,000 | -1.8% | 873 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $57,000 | +159.1% | 872 | +135.7% | 0.01% | +140.0% |
| Q3 2021 | $22,000 | 0.0% | 370 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 370 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 370 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | -4.8% | 370 | -12.9% | 0.01% | -28.6% |
| Q3 2020 | $21,000 | -38.2% | 425 | -43.7% | 0.01% | -46.2% |
| Q2 2020 | $34,000 | – | 755 | – | 0.01% | – |
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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% |