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 | $5,951,743 | -0.5% | 93,743 | +4.5% | 3.65% | +2.2% |
| Q2 2023 | $5,982,668 | +7.4% | 89,749 | +0.5% | 3.58% | +3.1% |
| Q1 2023 | $5,568,957 | +6.8% | 89,332 | +3.4% | 3.47% | +1.7% |
| Q4 2022 | $5,213,172 | +15.9% | 86,368 | +3.5% | 3.41% | +4.8% |
| Q3 2022 | $4,498,000 | -3.6% | 83,432 | +2.5% | 3.25% | +1.5% |
| Q2 2022 | $4,666,000 | -4.0% | 81,410 | +6.6% | 3.21% | +6.5% |
| Q1 2022 | $4,862,000 | +2.7% | 76,359 | +6.2% | 3.01% | +2.7% |
| Q4 2021 | $4,733,000 | +12.8% | 71,869 | +0.8% | 2.93% | -5.3% |
| Q3 2021 | $4,196,000 | +3.5% | 71,305 | +4.9% | 3.10% | +64.0% |
| Q2 2021 | $4,055,000 | +1.0% | 67,949 | -3.2% | 1.89% | -14.4% |
| Q1 2021 | $4,014,000 | – | 70,183 | – | 2.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |