WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,921 | -44.0% | 5,133 | -41.2% | 0.23% | -42.3% |
| Q2 2023 | $581,895 | +58.4% | 8,729 | +48.2% | 0.40% | +52.5% |
| Q1 2023 | $367,271 | -4.7% | 5,891 | -7.8% | 0.26% | -8.3% |
| Q4 2022 | $385,501 | -6.2% | 6,387 | -16.2% | 0.29% | -15.0% |
| Q3 2022 | $411,000 | +2.2% | 7,620 | +8.5% | 0.34% | -7.9% |
| Q2 2022 | $402,000 | -75.4% | 7,021 | -72.7% | 0.37% | 0.0% |
| Q1 2022 | $1,637,000 | -54.6% | 25,704 | -53.0% | 0.37% | -63.3% |
| Q4 2021 | $3,603,000 | +12.1% | 54,708 | +0.2% | 1.01% | -1.2% |
| Q3 2021 | $3,214,000 | +235.1% | 54,623 | +239.8% | 1.02% | +43.2% |
| Q2 2021 | $959,000 | +14.0% | 16,077 | +9.3% | 0.71% | +3.2% |
| Q1 2021 | $841,000 | +22.6% | 14,704 | +15.8% | 0.69% | +13.3% |
| Q4 2020 | $686,000 | – | 12,703 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |