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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265,381 | -13.6% | 4,257 | -17.3% | 0.12% | +112.1% |
| Q2 2021 | $307,000 | -35.1% | 5,146 | -37.8% | 0.06% | -37.0% |
| Q1 2021 | $473,000 | -0.4% | 8,278 | -6.0% | 0.09% | +8.2% |
| Q4 2020 | $475,000 | +22.7% | 8,802 | +12.6% | 0.08% | +7.6% |
| Q3 2020 | $387,000 | +5.7% | 7,815 | -3.0% | 0.08% | -1.2% |
| Q2 2020 | $366,000 | -11.8% | 8,055 | -24.5% | 0.08% | -22.3% |
| Q1 2020 | $415,000 | +95.8% | 10,662 | +143.7% | 0.10% | +139.5% |
| Q4 2019 | $212,000 | +171.8% | 4,375 | +144.3% | 0.04% | +115.0% |
| Q4 2017 | $78,000 | – | 1,791 | – | 0.02% | – |
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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% |