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 | $25,396 | -4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,664 | +6.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $24,936 | +3.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $24,144 | +15.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -12.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +13.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | – | 400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |