WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |