WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 395 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $415,219 | +6.9% | 5,320 | +4.4% | 0.11% | +5.6% |
| Q1 2024 | $388,326 | +11.2% | 5,096 | +2.5% | 0.11% | -2.7% |
| Q4 2023 | $349,342 | +10.7% | 4,971 | -0.0% | 0.11% | -7.5% |
| Q3 2023 | $315,706 | -5.1% | 4,973 | -0.3% | 0.12% | -4.0% |
| Q2 2023 | $332,548 | +3.9% | 4,989 | -2.8% | 0.12% | +7.8% |
| Q1 2023 | $319,932 | +15.7% | 5,132 | +12.1% | 0.12% | +19.6% |
| Q4 2022 | $276,423 | -98.8% | 4,580 | +938.5% | 0.10% | +977.8% |
| Q3 2022 | $23,785,000 | – | 441 | – | 0.01% | – |
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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% |