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 | $387,543 | +70.5% | 6,104 | +79.1% | 0.01% | +75.0% |
| Q2 2023 | $227,244 | -7.4% | 3,409 | -13.4% | 0.00% | -20.0% |
| Q1 2023 | $245,433 | +3.3% | 3,937 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $237,637 | +15.9% | 3,937 | +9.9% | 0.01% | +25.0% |
| Q2 2022 | $205,000 | -10.1% | 3,581 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $228,000 | -4.2% | 3,581 | -0.8% | 0.00% | 0.0% |
| Q4 2021 | $238,000 | +12.8% | 3,610 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $211,000 | -1.4% | 3,581 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $214,000 | +4.4% | 3,581 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $205,000 | -13.9% | 3,581 | -18.7% | 0.00% | -20.0% |
| Q4 2020 | $238,000 | +9.2% | 4,402 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | – | 4,402 | – | 0.01% | – |
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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% |