WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 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 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 | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |