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 | $306,912 | +74.1% | 4,834 | +82.8% | 0.01% | -18.2% |
| Q2 2023 | $176,250 | +6.9% | 2,644 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $164,827 | +3.3% | 2,644 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $159,592 | +10.8% | 2,644 | -1.3% | 0.01% | 0.0% |
| Q3 2022 | $144,000 | -5.9% | 2,678 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $153,000 | -10.5% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $171,000 | -2.8% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $176,000 | +11.4% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $158,000 | -1.2% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $160,000 | +4.6% | 2,678 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $153,000 | +5.5% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $145,000 | -74.4% | 2,678 | -76.6% | 0.01% | -78.7% |
| Q3 2020 | $567,000 | -56.4% | 11,430 | -60.0% | 0.06% | -59.3% |
| Q2 2020 | $1,300,000 | -9.8% | 28,567 | -22.9% | 0.15% | -28.6% |
| Q1 2020 | $1,442,000 | -16.9% | 37,072 | +3.5% | 0.21% | -0.5% |
| Q4 2019 | $1,736,000 | +35.1% | 35,807 | +25.7% | 0.21% | +22.7% |
| Q3 2019 | $1,285,000 | +16.1% | 28,491 | +12.3% | 0.17% | +17.0% |
| Q2 2019 | $1,107,000 | +15.7% | 25,370 | +14.1% | 0.15% | +11.4% |
| Q1 2019 | $957,000 | +1.5% | 22,229 | -9.6% | 0.13% | -10.2% |
| Q4 2018 | $943,000 | -47.1% | 24,599 | -38.9% | 0.15% | -40.0% |
| Q3 2018 | $1,784,000 | -50.4% | 40,238 | -54.1% | 0.24% | -52.2% |
| Q2 2018 | $3,595,000 | -2.4% | 87,653 | -4.0% | 0.51% | -3.9% |
| Q1 2018 | $3,685,000 | +95.4% | 91,292 | +100.5% | 0.53% | +108.6% |
| Q4 2017 | $1,886,000 | +40.3% | 45,521 | +29.3% | 0.26% | +46.3% |
| Q3 2017 | $1,344,000 | +13.3% | 35,212 | +9.2% | 0.18% | +1.2% |
| Q2 2017 | $1,186,000 | +13.8% | 32,248 | +9.8% | 0.17% | +14.6% |
| Q1 2017 | $1,042,000 | +188.6% | 29,359 | +170.5% | 0.15% | +160.3% |
| Q4 2016 | $361,000 | – | 10,853 | – | 0.06% | – |
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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% |