WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 204 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $535,347 | +29.4% | 8,432 | +35.9% | 0.01% | +25.0% |
Q2 2023 | $413,692 | -0.1% | 6,206 | -6.5% | 0.00% | 0.0% |
Q1 2023 | $413,938 | -0.2% | 6,640 | -3.4% | 0.00% | 0.0% |
Q4 2022 | $414,732 | +67.9% | 6,871 | +50.1% | 0.00% | +33.3% |
Q3 2022 | $247,000 | +11.8% | 4,578 | +18.5% | 0.00% | +50.0% |
Q2 2022 | $221,000 | -37.7% | 3,864 | -30.7% | 0.00% | -33.3% |
Q1 2022 | $355,000 | +238.1% | 5,577 | +250.1% | 0.00% | +200.0% |
Q4 2021 | $105,000 | +23.5% | 1,593 | +10.3% | 0.00% | 0.0% |
Q3 2021 | $85,000 | -13.3% | 1,444 | -12.3% | 0.00% | 0.0% |
Q2 2021 | $98,000 | +27.3% | 1,647 | +21.8% | 0.00% | 0.0% |
Q1 2021 | $77,000 | +413.3% | 1,352 | +395.2% | 0.00% | – |
Q4 2020 | $15,000 | -65.9% | 273 | -75.8% | 0.00% | -100.0% |
Q1 2020 | $44,000 | -72.0% | 1,127 | -65.1% | 0.00% | -50.0% |
Q4 2019 | $157,000 | +130.9% | 3,231 | +115.4% | 0.00% | +100.0% |
Q3 2019 | $68,000 | -15.0% | 1,500 | -18.6% | 0.00% | 0.0% |
Q2 2019 | $80,000 | -20.8% | 1,842 | -21.3% | 0.00% | -50.0% |
Q1 2019 | $101,000 | +12.2% | 2,342 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $90,000 | -41.9% | 2,342 | -33.0% | 0.00% | 0.0% |
Q3 2018 | $155,000 | +89.0% | 3,498 | +74.9% | 0.00% | +100.0% |
Q2 2018 | $82,000 | +1.2% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $81,000 | -22.1% | 2,000 | -20.0% | 0.00% | -50.0% |
Q4 2017 | $104,000 | +13.0% | 2,500 | +4.1% | 0.00% | 0.0% |
Q3 2017 | $92,000 | – | 2,402 | – | 0.00% | – |
Download |
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% |