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 2023 | $1,469,178 | -16.4% | 23,140 | -12.2% | 0.22% | -12.8% |
| Q2 2023 | $1,756,722 | +6.4% | 26,353 | -0.5% | 0.26% | +2.0% |
| Q1 2023 | $1,651,055 | -2.0% | 26,485 | -5.1% | 0.25% | -4.5% |
| Q4 2022 | $1,684,465 | -35.6% | 27,907 | -42.5% | 0.26% | -39.6% |
| Q3 2022 | $2,616,000 | -6.5% | 48,521 | -0.7% | 0.44% | -5.2% |
| Q2 2022 | $2,799,000 | -10.9% | 48,847 | -1.0% | 0.46% | +6.5% |
| Q1 2022 | $3,141,000 | -6.8% | 49,333 | -3.6% | 0.43% | +3.6% |
| Q4 2021 | $3,370,000 | +7.4% | 51,163 | -4.1% | 0.42% | -1.9% |
| Q3 2021 | $3,138,000 | -1.9% | 53,332 | -0.6% | 0.43% | -1.2% |
| Q2 2021 | $3,200,000 | -1.8% | 53,631 | -5.9% | 0.43% | -10.2% |
| Q1 2021 | $3,260,000 | +6.0% | 57,012 | +0.0% | 0.48% | +3.2% |
| Q4 2020 | $3,076,000 | +5.6% | 57,011 | -3.0% | 0.46% | -8.3% |
| Q3 2020 | $2,913,000 | +9.0% | 58,768 | +0.0% | 0.51% | -5.2% |
| Q2 2020 | $2,673,000 | +16.9% | 58,767 | +0.0% | 0.54% | +11.7% |
| Q1 2020 | $2,287,000 | – | 58,766 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |