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 | $386,619 | -19.0% | 6,089 | -15.0% | 0.48% | -1.2% |
| Q2 2023 | $477,264 | +0.5% | 7,160 | -6.0% | 0.48% | +0.8% |
| Q1 2023 | $474,994 | +9.9% | 7,619 | +6.4% | 0.48% | +44.0% |
| Q4 2022 | $432,189 | +23.1% | 7,160 | +10.1% | 0.33% | +20.1% |
| Q3 2022 | $351,000 | -8.6% | 6,502 | -3.0% | 0.28% | -3.5% |
| Q2 2022 | $384,000 | -25.7% | 6,704 | -17.4% | 0.29% | -15.3% |
| Q1 2022 | $517,000 | -50.5% | 8,113 | -48.8% | 0.34% | -46.5% |
| Q4 2021 | $1,044,000 | +54.7% | 15,850 | +38.1% | 0.64% | +48.6% |
| Q3 2021 | $675,000 | +20.3% | 11,479 | +22.1% | 0.43% | +23.7% |
| Q2 2021 | $561,000 | +111.7% | 9,398 | +102.6% | 0.35% | +101.2% |
| Q1 2021 | $265,000 | +31.8% | 4,638 | +24.3% | 0.17% | +27.4% |
| Q4 2020 | $201,000 | – | 3,732 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |