WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 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 2021 | $40,279,000 | -0.8% | 684,554 | +0.6% | 15.99% | -0.4% |
| Q2 2021 | $40,598,000 | +5.7% | 680,381 | +1.3% | 16.05% | -15.2% |
| Q1 2021 | $38,400,000 | +5.5% | 671,453 | -0.4% | 18.93% | -0.5% |
| Q4 2020 | $36,383,000 | +12.4% | 674,267 | +2.7% | 19.02% | +10.7% |
| Q3 2020 | $32,357,000 | +8.5% | 656,319 | +0.1% | 17.18% | -0.7% |
| Q2 2020 | $29,818,000 | +16.9% | 655,479 | -0.0% | 17.31% | -0.2% |
| Q1 2020 | $25,515,000 | -22.0% | 655,744 | -2.9% | 17.35% | -13.2% |
| Q4 2019 | $32,729,000 | +3.0% | 675,238 | +0.1% | 19.98% | -0.0% |
| Q3 2019 | $31,787,000 | +9.6% | 674,874 | +1.6% | 19.99% | +5.0% |
| Q2 2019 | $28,995,000 | +70.0% | 664,253 | +67.7% | 19.04% | +51.0% |
| Q1 2019 | $17,058,000 | – | 396,142 | – | 12.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |