WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 133 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $231,000 | +1.8% | 4,280 | -6.6% | 0.03% | +190.9% |
| Q3 2020 | $227,000 | -5.4% | 4,580 | -13.3% | 0.01% | -80.4% |
| Q2 2020 | $240,000 | +14.8% | 5,280 | -1.5% | 0.06% | -15.2% |
| Q1 2020 | $209,000 | -54.7% | 5,360 | -43.7% | 0.07% | -34.7% |
| Q4 2019 | $461,000 | +8.0% | 9,515 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $427,000 | -78.5% | 9,515 | -79.1% | 0.10% | -78.4% |
| Q2 2019 | $1,984,000 | -22.0% | 45,450 | -23.1% | 0.49% | -20.3% |
| Q1 2019 | $2,545,000 | +53.2% | 59,110 | +36.4% | 0.61% | +14.6% |
| Q4 2018 | $1,661,000 | +42.7% | 43,340 | +65.1% | 0.53% | +88.3% |
| Q3 2018 | $1,164,000 | +6.0% | 26,250 | -1.9% | 0.28% | -5.7% |
| Q2 2018 | $1,098,000 | -26.8% | 26,765 | -28.0% | 0.30% | -22.9% |
| Q1 2018 | $1,501,000 | +17.3% | 37,184 | +20.4% | 0.39% | +38.9% |
| Q4 2017 | $1,280,000 | – | 30,887 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |