WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,371,159 | -0.6% | 68,848 | +4.4% | 0.05% | +4.2% |
| Q2 2023 | $4,397,294 | -0.9% | 65,966 | -7.3% | 0.05% | -4.0% |
| Q1 2023 | $4,438,358 | -2.8% | 71,196 | -5.9% | 0.05% | -3.8% |
| Q4 2022 | $4,564,483 | +11.1% | 75,621 | -0.8% | 0.05% | +4.0% |
| Q3 2022 | $4,108,000 | -8.8% | 76,214 | -3.0% | 0.05% | -5.7% |
| Q2 2022 | $4,502,000 | -8.0% | 78,586 | +2.3% | 0.05% | +1.9% |
| Q1 2022 | $4,892,000 | -18.6% | 76,851 | -15.8% | 0.05% | -13.3% |
| Q4 2021 | $6,011,000 | +15.0% | 91,269 | +2.7% | 0.06% | +9.1% |
| Q3 2021 | $5,226,000 | -1.3% | 88,855 | +0.1% | 0.06% | +5.8% |
| Q2 2021 | $5,296,000 | +5.9% | 88,783 | +1.5% | 0.05% | -7.1% |
| Q1 2021 | $5,003,000 | +2.2% | 87,503 | -3.6% | 0.06% | 0.0% |
| Q4 2020 | $4,897,000 | +7.8% | 90,754 | -0.9% | 0.06% | -8.2% |
| Q3 2020 | $4,541,000 | +5.8% | 91,619 | -2.9% | 0.06% | -1.6% |
| Q2 2020 | $4,291,000 | -46.2% | 94,319 | -54.0% | 0.06% | -44.1% |
| Q1 2020 | $7,971,000 | +66.0% | 204,880 | +106.9% | 0.11% | +70.8% |
| Q4 2019 | $4,802,000 | +13.1% | 99,033 | +5.2% | 0.06% | +1.6% |
| Q3 2019 | $4,246,000 | +6.2% | 94,158 | +2.7% | 0.06% | +6.7% |
| Q2 2019 | $3,999,000 | +1.4% | 91,638 | +0.1% | 0.06% | -6.2% |
| Q1 2019 | $3,943,000 | +46.8% | 91,567 | +30.6% | 0.06% | +30.6% |
| Q4 2018 | $2,686,000 | -16.5% | 70,095 | -3.4% | 0.05% | -3.9% |
| Q3 2018 | $3,217,000 | +1.1% | 72,596 | -6.5% | 0.05% | -3.8% |
| Q2 2018 | $3,183,000 | +1.5% | 77,634 | -0.1% | 0.05% | 0.0% |
| Q1 2018 | $3,136,000 | -0.4% | 77,691 | +2.2% | 0.05% | -3.6% |
| Q4 2017 | $3,149,000 | +9.2% | 75,995 | +0.6% | 0.06% | 0.0% |
| Q3 2017 | $2,885,000 | +0.8% | 75,558 | -2.8% | 0.06% | -3.5% |
| Q2 2017 | $2,862,000 | +1.6% | 77,731 | -2.2% | 0.06% | -3.4% |
| Q1 2017 | $2,818,000 | +6.6% | 79,461 | +0.0% | 0.06% | -1.7% |
| Q4 2016 | $2,643,000 | -4.5% | 79,439 | -7.3% | 0.06% | -7.7% |
| Q3 2016 | $2,768,000 | -3.4% | 85,711 | -5.5% | 0.06% | -1.5% |
| Q2 2016 | $2,864,000 | +6.9% | 90,706 | +5.9% | 0.07% | +1.5% |
| Q1 2016 | $2,678,000 | +5.4% | 85,639 | +2.3% | 0.06% | +3.2% |
| Q4 2015 | $2,540,000 | +63.9% | 83,734 | +54.7% | 0.06% | +53.7% |
| Q3 2015 | $1,550,000 | -7.6% | 54,137 | +0.0% | 0.04% | -4.7% |
| Q2 2015 | $1,678,000 | – | 54,114 | – | 0.04% | – |
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% |