WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 139 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $18,680 | +11.8% | 239,334 | +9.1% | 0.08% | +8.7% |
Q1 2024 | $16,707 | +20.4% | 219,283 | +11.1% | 0.07% | +7.8% |
Q4 2023 | $13,877 | +25.7% | 197,450 | +13.5% | 0.06% | +4.9% |
Q3 2023 | $11,040 | -0.5% | 173,892 | +4.5% | 0.06% | 0.0% |
Q2 2023 | $11,098 | +22.5% | 166,480 | +14.6% | 0.06% | -4.7% |
Q1 2023 | $9,060 | -5.8% | 145,333 | -8.8% | 0.06% | +1.6% |
Q4 2022 | $9,614 | -99.9% | 159,270 | +28.6% | 0.06% | +23.5% |
Q3 2022 | $6,677,000 | -5.5% | 123,853 | +0.5% | 0.05% | -5.6% |
Q2 2022 | $7,064,000 | +27.3% | 123,264 | +41.4% | 0.05% | +38.5% |
Q1 2022 | $5,551,000 | +17.0% | 87,178 | +21.0% | 0.04% | +14.7% |
Q4 2021 | $4,746,000 | +61.0% | 72,063 | +43.8% | 0.03% | +47.8% |
Q3 2021 | $2,948,000 | +46.2% | 50,099 | +48.2% | 0.02% | +35.3% |
Q2 2021 | $2,016,000 | +3.9% | 33,794 | -0.4% | 0.02% | -10.5% |
Q1 2021 | $1,941,000 | +0.8% | 33,938 | -4.9% | 0.02% | -9.5% |
Q4 2020 | $1,926,000 | +8.0% | 35,699 | -0.8% | 0.02% | -4.5% |
Q3 2020 | $1,784,000 | +32.1% | 35,990 | +21.2% | 0.02% | +22.2% |
Q2 2020 | $1,351,000 | +54.0% | 29,698 | +31.7% | 0.02% | +20.0% |
Q1 2020 | $877,000 | -13.7% | 22,546 | +7.6% | 0.02% | 0.0% |
Q4 2019 | $1,016,000 | +22.7% | 20,957 | +14.2% | 0.02% | +15.4% |
Q3 2019 | $828,000 | -21.7% | 18,356 | -24.2% | 0.01% | -13.3% |
Q2 2019 | $1,057,000 | -0.8% | 24,224 | -2.0% | 0.02% | -6.2% |
Q1 2019 | $1,065,000 | +51.9% | 24,727 | +35.2% | 0.02% | +23.1% |
Q4 2018 | $701,000 | +13.6% | 18,290 | +31.4% | 0.01% | +30.0% |
Q3 2018 | $617,000 | +42.2% | 13,918 | +31.4% | 0.01% | +11.1% |
Q2 2018 | $434,000 | +46.1% | 10,595 | +44.0% | 0.01% | +50.0% |
Q1 2018 | $297,000 | – | 7,358 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |