WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,065,395 | +5.0% | 5,154,085 | +10.2% | 0.11% | +9.2% |
| Q2 2023 | $311,499,156 | +13.0% | 4,675,587 | +5.8% | 0.10% | +8.9% |
| Q1 2023 | $275,748,521 | -5.4% | 4,419,901 | -8.5% | 0.09% | -10.0% |
| Q4 2022 | $291,520,000 | +19.6% | 4,828,860 | +6.8% | 0.10% | +11.1% |
| Q3 2022 | $243,812,000 | -0.1% | 4,521,897 | +6.2% | 0.09% | +5.9% |
| Q2 2022 | $243,958,000 | +25.7% | 4,256,202 | +39.9% | 0.08% | +49.1% |
| Q1 2022 | $194,038,000 | +1.0% | 3,042,606 | +4.2% | 0.06% | +7.5% |
| Q4 2021 | $192,176,000 | +47.2% | 2,919,593 | +31.8% | 0.05% | +26.2% |
| Q3 2021 | $130,516,000 | +3.0% | 2,215,811 | +4.3% | 0.04% | +7.7% |
| Q2 2021 | $126,706,000 | +63.0% | 2,124,469 | +56.4% | 0.04% | +50.0% |
| Q1 2021 | $77,724,000 | +50.8% | 1,358,717 | +42.1% | 0.03% | +44.4% |
| Q4 2020 | $51,556,000 | +12.2% | 956,172 | +3.1% | 0.02% | -5.3% |
| Q3 2020 | $45,968,000 | +51.3% | 927,284 | +38.8% | 0.02% | +46.2% |
| Q2 2020 | $30,390,000 | +89.0% | 667,945 | +50.2% | 0.01% | +62.5% |
| Q1 2020 | $16,083,000 | -80.3% | 444,705 | -73.5% | 0.01% | -76.5% |
| Q4 2019 | $81,469,000 | +114.2% | 1,681,049 | +99.2% | 0.03% | +100.0% |
| Q3 2019 | $38,041,000 | +133.5% | 843,734 | +125.8% | 0.02% | +142.9% |
| Q2 2019 | $16,295,000 | +22.5% | 373,605 | +21.0% | 0.01% | +16.7% |
| Q1 2019 | $13,299,000 | +23.5% | 308,861 | +9.8% | 0.01% | +20.0% |
| Q4 2018 | $10,768,000 | -9.0% | 281,418 | +5.4% | 0.01% | +25.0% |
| Q3 2018 | $11,833,000 | -2.4% | 266,940 | -9.7% | 0.00% | -20.0% |
| Q2 2018 | $12,125,000 | +62.4% | 295,539 | +60.1% | 0.01% | +66.7% |
| Q1 2018 | $7,466,000 | +24.4% | 184,588 | +27.4% | 0.00% | 0.0% |
| Q4 2017 | $6,003,000 | +3.2% | 144,884 | -5.0% | 0.00% | 0.0% |
| Q3 2017 | $5,817,000 | +3.7% | 152,432 | -0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,608,000 | +7.8% | 152,437 | +4.0% | 0.00% | 0.0% |
| Q1 2017 | $5,201,000 | -50.1% | 146,570 | -53.2% | 0.00% | -50.0% |
| Q4 2016 | $10,420,000 | – | 313,125 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |