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 | $16,380 | -46.1% | 258 | -43.4% | 0.00% | – |
| Q2 2023 | $30,397 | +99.0% | 456 | +86.1% | 0.00% | – |
| Q1 2023 | $15,273 | -55.0% | 245 | -56.4% | 0.00% | – |
| Q4 2022 | $33,949 | +99.7% | 562 | +76.7% | 0.00% | – |
| Q3 2022 | $17,000 | -72.6% | 318 | -70.8% | 0.00% | – |
| Q2 2022 | $62,000 | -10.1% | 1,090 | +0.2% | 0.00% | – |
| Q1 2022 | $69,000 | -20.7% | 1,088 | -17.6% | 0.00% | – |
| Q4 2021 | $87,000 | +35.9% | 1,320 | +21.7% | 0.00% | – |
| Q3 2021 | $64,000 | -93.3% | 1,085 | -93.2% | 0.00% | -100.0% |
| Q2 2021 | $958,000 | -10.9% | 16,049 | -14.6% | 0.00% | 0.0% |
| Q1 2021 | $1,075,000 | -4.4% | 18,799 | -9.8% | 0.00% | 0.0% |
| Q4 2020 | $1,125,000 | +106.4% | 20,847 | +89.5% | 0.00% | – |
| Q3 2020 | $545,000 | +2.4% | 10,999 | -6.0% | 0.00% | – |
| Q2 2020 | $532,000 | -20.2% | 11,697 | -31.7% | 0.00% | -100.0% |
| Q1 2020 | $667,000 | +82.2% | 17,138 | +126.8% | 0.00% | – |
| Q4 2019 | $366,000 | +51.9% | 7,555 | +41.1% | 0.00% | – |
| Q3 2019 | $241,000 | +3.0% | 5,355 | 0.0% | 0.00% | – |
| Q2 2019 | $234,000 | +24.5% | 5,355 | +23.0% | 0.00% | – |
| Q1 2019 | $188,000 | +72.5% | 4,355 | +52.5% | 0.00% | – |
| Q4 2018 | $109,000 | – | 2,855 | +95066.7% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 3 | -99.4% | 0.00% | – |
| Q4 2014 | $17,000 | -51.4% | 540 | -54.9% | 0.00% | – |
| Q3 2014 | $35,000 | +118.8% | 1,197 | +121.7% | 0.00% | – |
| Q2 2014 | $16,000 | +6.7% | 540 | 0.0% | 0.00% | – |
| Q1 2014 | $15,000 | +650.0% | 540 | +487.0% | 0.00% | – |
| Q3 2013 | $2,000 | – | 92 | – | 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% |