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 | $956,668 | -3.1% | 15,068 | +1.7% | 0.49% | -5.4% |
Q2 2023 | $987,568 | +10.7% | 14,815 | +3.5% | 0.51% | +6.2% |
Q1 2023 | $892,397 | +3.9% | 14,315 | +0.6% | 0.48% | -1.8% |
Q4 2022 | $859,164 | +17.4% | 14,234 | +4.9% | 0.49% | +15.5% |
Q3 2022 | $732,000 | -4.7% | 13,574 | +2.0% | 0.43% | -0.5% |
Q2 2022 | $768,000 | +9.4% | 13,313 | +21.2% | 0.43% | +27.3% |
Q1 2022 | $702,000 | +6.0% | 10,985 | +9.3% | 0.34% | +8.4% |
Q4 2021 | $662,000 | +10.1% | 10,053 | -1.5% | 0.31% | 0.0% |
Q3 2021 | $601,000 | +8.1% | 10,210 | +9.5% | 0.31% | +6.1% |
Q2 2021 | $556,000 | +38.7% | 9,324 | +32.9% | 0.29% | +26.3% |
Q1 2021 | $401,000 | +53.6% | 7,016 | +44.8% | 0.23% | +41.5% |
Q4 2020 | $261,000 | – | 4,844 | – | 0.16% | – |
Download |
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% |