WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $294,000 | -19.9% | 5,461 | -14.8% | 0.01% | -12.5% |
Q2 2022 | $367,000 | +19.2% | 6,412 | +32.4% | 0.01% | +33.3% |
Q1 2022 | $308,000 | -3.4% | 4,844 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $319,000 | -4.5% | 4,844 | -14.6% | 0.01% | 0.0% |
Q3 2021 | $334,000 | +15.6% | 5,674 | +17.1% | 0.01% | +20.0% |
Q2 2021 | $289,000 | -13.0% | 4,844 | -16.5% | 0.01% | -16.7% |
Q1 2021 | $332,000 | +6.1% | 5,800 | 0.0% | 0.01% | +20.0% |
Q4 2020 | $313,000 | +8.7% | 5,800 | 0.0% | 0.01% | -37.5% |
Q3 2020 | $288,000 | +9.1% | 5,800 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $264,000 | +16.8% | 5,800 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $226,000 | -19.6% | 5,800 | 0.0% | 0.01% | +14.3% |
Q4 2019 | $281,000 | +7.3% | 5,800 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $262,000 | +3.6% | 5,800 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $253,000 | +1.2% | 5,800 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $250,000 | +12.6% | 5,800 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $222,000 | – | 5,800 | – | 0.01% | – |
Download |
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% |