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 | $6,636,416 | +106116.6% | 104,527 | +11.5% | 0.29% | +12.3% |
| Q2 2023 | $6,248 | +12.0% | 93,745 | +4.7% | 0.26% | +5.3% |
| Q1 2023 | $5,580 | +7.9% | 89,512 | +4.5% | 0.25% | +5.1% |
| Q4 2022 | $5,172 | -99.9% | 85,688 | +6.3% | 0.24% | +10.8% |
| Q3 2022 | $4,344,000 | -2.3% | 80,597 | +3.8% | 0.21% | +3.4% |
| Q2 2022 | $4,448,000 | +8.4% | 77,622 | +20.4% | 0.20% | +28.1% |
| Q1 2022 | $4,104,000 | -3.2% | 64,452 | +0.1% | 0.16% | +5.3% |
| Q4 2021 | $4,239,000 | +11.9% | 64,357 | -0.1% | 0.15% | +4.1% |
| Q3 2021 | $3,789,000 | +6.9% | 64,396 | +8.4% | 0.15% | +8.1% |
| Q2 2021 | $3,544,000 | +12.9% | 59,386 | +8.2% | 0.14% | +8.0% |
| Q1 2021 | $3,139,000 | +15.6% | 54,891 | +9.0% | 0.12% | +9.6% |
| Q4 2020 | $2,716,000 | +3.5% | 50,349 | -4.9% | 0.11% | -6.6% |
| Q3 2020 | $2,625,000 | +21.5% | 52,962 | +11.6% | 0.12% | +15.1% |
| Q2 2020 | $2,160,000 | +351.9% | 47,461 | +381.2% | 0.11% | +341.7% |
| Q4 2019 | $478,000 | +7.4% | 9,864 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $445,000 | +3.2% | 9,864 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $431,000 | -0.5% | 9,864 | -1.8% | 0.02% | -4.2% |
| Q1 2019 | $433,000 | +14.6% | 10,049 | +1.9% | 0.02% | +4.3% |
| Q4 2018 | $378,000 | -13.5% | 9,864 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $437,000 | +3.6% | 9,864 | -4.2% | 0.02% | -4.2% |
| Q2 2018 | $422,000 | +37.5% | 10,294 | +35.1% | 0.02% | +33.3% |
| Q1 2018 | $307,000 | +32.3% | 7,618 | +36.2% | 0.02% | +38.5% |
| Q4 2017 | $232,000 | – | 5,593 | – | 0.01% | – |
Download | ||||||
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% |