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 | $840,024 | -19.2% | 13,231 | -15.2% | 0.50% | -19.1% |
| Q2 2023 | $1,039,977 | +4.3% | 15,601 | -2.4% | 0.62% | -1.4% |
| Q1 2023 | $996,639 | -17.4% | 15,987 | -20.0% | 0.63% | -20.8% |
| Q4 2022 | $1,206,499 | +10.7% | 19,988 | -1.2% | 0.79% | +2.7% |
| Q3 2022 | $1,090,000 | -16.1% | 20,222 | -10.8% | 0.77% | -9.5% |
| Q2 2022 | $1,299,000 | -13.0% | 22,674 | -0.0% | 0.85% | +4.3% |
| Q4 2021 | $1,493,000 | +0.7% | 22,677 | -2.7% | 0.82% | -4.3% |
| Q1 2021 | $1,483,000 | – | 23,295 | – | 0.86% | – |
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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% |