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 | $660,296 | -10.0% | 10,400 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $733,260 | -98.9% | 11,000 | -99.1% | 0.00% | -99.1% |
| Q3 2022 | $69,245,000 | +7083.1% | 1,284,450 | +7034.6% | 0.22% | +10900.0% |
| Q4 2020 | $964,000 | +2.2% | 18,003 | -5.3% | 0.00% | -33.3% |
| Q3 2020 | $943,000 | +12.7% | 19,020 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $837,000 | +15.6% | 18,392 | -1.2% | 0.00% | +50.0% |
| Q1 2020 | $724,000 | -29.5% | 18,616 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $1,027,000 | -4.6% | 21,218 | -11.1% | 0.00% | -33.3% |
| Q3 2019 | $1,077,000 | -6.0% | 23,879 | -9.1% | 0.00% | -40.0% |
| Q2 2019 | $1,146,000 | -10.3% | 26,258 | -21.2% | 0.01% | -16.7% |
| Q4 2018 | $1,277,000 | – | 33,316 | – | 0.01% | – |
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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% |