WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 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 | 7,248,815 | $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% |