WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 110 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,577 | +11.3% | 9,810 | +12.8% | 0.00% | – |
| Q2 2023 | $580,725 | +25.0% | 8,700 | +14.9% | 0.00% | – |
| Q4 2022 | $464,514 | +16.1% | 7,574 | +14.2% | 0.00% | – |
| Q3 2022 | $400,000 | +172.1% | 6,635 | +165.4% | 0.00% | – |
| Q2 2022 | $147,000 | -8.7% | 2,500 | 0.0% | 0.00% | – |
| Q1 2022 | $161,000 | -2.4% | 2,500 | 0.0% | 0.00% | – |
| Q4 2021 | $165,000 | -54.9% | 2,500 | -59.0% | 0.00% | – |
| Q3 2021 | $366,000 | +145.6% | 6,100 | +144.0% | 0.00% | – |
| Q2 2021 | $149,000 | +893.3% | 2,500 | +551.0% | 0.00% | – |
| Q1 2018 | $15,000 | -6.2% | 384 | 0.0% | 0.00% | – |
| Q4 2017 | $16,000 | +6.7% | 384 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | -68.1% | 384 | -74.4% | 0.00% | – |
| Q1 2015 | $47,000 | -17.5% | 1,500 | -18.3% | 0.00% | – |
| Q4 2014 | $57,000 | 0.0% | 1,835 | -5.2% | 0.00% | – |
| Q3 2014 | $57,000 | – | 1,935 | – | 0.00% | – |
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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% |