WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,359,873 | +3.0% | 55,860 | +0.6% | 0.97% | -1.1% |
| Q1 2024 | $4,232,507 | +9.0% | 55,552 | +0.5% | 0.98% | -0.3% |
| Q4 2023 | $3,884,165 | +8.5% | 55,267 | -2.0% | 0.98% | +0.3% |
| Q3 2023 | $3,579,312 | -2.9% | 56,376 | +2.0% | 0.98% | +0.7% |
| Q2 2023 | $3,684,765 | +2.4% | 55,277 | -4.2% | 0.98% | -2.4% |
| Q1 2023 | $3,598,015 | +108897.7% | 57,716 | +5.5% | 1.00% | +7.3% |
| Q4 2022 | $3,301 | -99.9% | 54,685 | +8.1% | 0.93% | +10.4% |
| Q3 2022 | $2,726,000 | -11.5% | 50,571 | -5.9% | 0.84% | -4.6% |
| Q2 2022 | $3,079,000 | +2.5% | 53,728 | +9.4% | 0.88% | -26.9% |
| Q1 2022 | $3,005,000 | -5.6% | 49,115 | +1.6% | 1.21% | +0.1% |
| Q4 2021 | $3,184,000 | +11.7% | 48,346 | -0.2% | 1.21% | +49.1% |
| Q3 2021 | $2,850,000 | +0.2% | 48,433 | +1.6% | 0.81% | -0.5% |
| Q2 2021 | $2,845,000 | -7.0% | 47,671 | -10.9% | 0.81% | -12.5% |
| Q1 2021 | $3,059,000 | -10.8% | 53,492 | -15.8% | 0.93% | -17.1% |
| Q4 2020 | $3,429,000 | +41.1% | 63,554 | +29.6% | 1.12% | +18.5% |
| Q3 2020 | $2,430,000 | +18.5% | 49,022 | +8.8% | 0.95% | +8.1% |
| Q2 2020 | $2,050,000 | – | 45,077 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |