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 | $2,307,197 | +0.4% | 36,339 | +5.4% | 0.70% | -0.3% |
| Q2 2023 | $2,298,627 | +61.8% | 34,483 | +51.3% | 0.70% | +43.4% |
| Q1 2023 | $1,420,374 | -2.8% | 22,784 | -5.9% | 0.49% | -20.7% |
| Q4 2022 | $1,460,942 | +13.5% | 24,204 | +1.4% | 0.62% | 0.0% |
| Q3 2022 | $1,287,000 | -5.2% | 23,879 | +0.8% | 0.62% | +2.3% |
| Q2 2022 | $1,357,000 | -99.9% | 23,685 | +4.0% | 0.60% | +17.2% |
| Q1 2022 | $1,450,062,000 | +93998.8% | 22,774 | -2.7% | 0.52% | -13.9% |
| Q4 2021 | $1,541,000 | +11.9% | 23,404 | +0.0% | 0.60% | +11.8% |
| Q3 2021 | $1,377,000 | – | 23,403 | – | 0.54% | – |
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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% |