WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540,257 | -9.3% | 8,509 | -4.8% | 0.09% | -14.9% |
Q2 2023 | $595,627 | +8.4% | 8,935 | +1.4% | 0.10% | -2.9% |
Q1 2023 | $549,427 | +1.0% | 8,813 | -2.2% | 0.10% | -15.4% |
Q4 2022 | $543,966 | +12.6% | 9,012 | +0.5% | 0.12% | +4.2% |
Q3 2022 | $483,000 | -5.7% | 8,964 | +0.2% | 0.12% | -7.8% |
Q2 2022 | $512,000 | -13.7% | 8,942 | -4.0% | 0.13% | +0.8% |
Q1 2022 | $593,000 | +10.2% | 9,314 | +14.0% | 0.13% | -18.1% |
Q4 2021 | $538,000 | +16.2% | 8,168 | +3.8% | 0.16% | +14.0% |
Q3 2021 | $463,000 | +128.1% | 7,868 | +131.4% | 0.14% | +103.0% |
Q2 2021 | $203,000 | -51.0% | 3,400 | -53.1% | 0.07% | -38.0% |
Q1 2021 | $414,000 | +32.7% | 7,247 | +15.2% | 0.11% | +33.3% |
Q3 2020 | $312,000 | – | 6,289 | – | 0.08% | – |
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% |