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 | $3,837,717 | -0.6% | 60,446 | +4.3% | 0.88% | +1.6% |
| Q2 2023 | $3,862,547 | +11.0% | 57,944 | +3.8% | 0.86% | +5.6% |
| Q1 2023 | $3,479,133 | +0.3% | 55,809 | -3.1% | 0.82% | -32.7% |
| Q4 2022 | $3,469,481 | +8.9% | 57,623 | -2.5% | 1.21% | -3.0% |
| Q3 2022 | $3,187,000 | -11.6% | 59,126 | -0.1% | 1.25% | +2.4% |
| Q2 2022 | $3,607,000 | -2.5% | 59,159 | +1.8% | 1.22% | +10.3% |
| Q1 2022 | $3,699,000 | -2.8% | 58,093 | +0.6% | 1.11% | -1.2% |
| Q4 2021 | $3,805,000 | -2.1% | 57,775 | -6.1% | 1.12% | -3.4% |
| Q3 2021 | $3,886,000 | -3.0% | 61,531 | -6.0% | 1.16% | -7.6% |
| Q2 2021 | $4,005,000 | +5.2% | 65,442 | +0.6% | 1.26% | +4.2% |
| Q1 2021 | $3,807,000 | +15.7% | 65,078 | +6.7% | 1.20% | -3.2% |
| Q4 2020 | $3,290,000 | – | 60,978 | – | 1.24% | – |
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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% |