WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 252 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $147,438 | +11.1% | 1,820 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $132,696 | -25.4% | 1,820 | -27.2% | 0.00% | -50.0% |
| Q4 2023 | $177,950 | +11.0% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $160,350 | -3.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $166,650 | +6.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $155,850 | +3.3% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $150,900 | +11.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $135,000 | -5.6% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $143,000 | -10.1% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $159,000 | -3.6% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $165,000 | +7.8% | 2,500 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $153,000 | -1.3% | 2,596 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $155,000 | +14.8% | 2,596 | +3.8% | 0.00% | 0.0% |
| Q4 2020 | $135,000 | +8.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $124,000 | +8.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $114,000 | +17.5% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $97,000 | -33.1% | 2,500 | -16.7% | 0.00% | 0.0% |
| Q4 2019 | $145,000 | +7.4% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $135,000 | +3.1% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $131,000 | +1.6% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $129,000 | +12.2% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $115,000 | -13.5% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $133,000 | +52.9% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $87,000 | +3.6% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $84,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $84,000 | – | 3,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |