WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 382 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,266,984 | +20.7% | 29,045 | +17.8% | 0.18% | +17.1% |
| Q1 2024 | $1,878,160 | +15.8% | 24,651 | +6.8% | 0.16% | +5.3% |
| Q4 2023 | $1,621,654 | +17.1% | 23,074 | +5.8% | 0.15% | +7.9% |
| Q3 2023 | $1,385,060 | +37.2% | 21,815 | +44.1% | 0.14% | +40.4% |
| Q2 2023 | $1,009,294 | +72.0% | 15,140 | +60.8% | 0.10% | +59.7% |
| Q1 2023 | $586,926 | +171.0% | 9,414 | +162.4% | 0.06% | +158.3% |
| Q4 2022 | $216,616 | -11.2% | 3,588 | -20.6% | 0.02% | -31.4% |
| Q3 2022 | $244,000 | +16.2% | 4,518 | +36.9% | 0.04% | +40.0% |
| Q1 2022 | $210,000 | -8.3% | 3,301 | -4.9% | 0.02% | -16.7% |
| Q4 2021 | $229,000 | – | 3,470 | – | 0.03% | – |
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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% |