WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381 | -4.8% | 6,000 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $400 | +7.0% | 6,000 | 0.0% | 0.06% | +8.8% |
| Q1 2023 | $374 | +3.3% | 6,000 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $362 | -99.9% | 6,000 | 0.0% | 0.05% | +20.5% |
| Q3 2022 | $323,000 | -6.1% | 6,000 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $344,000 | -9.9% | 6,000 | 0.0% | 0.04% | +7.5% |
| Q1 2022 | $382,000 | -3.3% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $395,000 | +11.9% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $353,000 | -1.4% | 6,000 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $358,000 | +4.4% | 6,000 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $343,000 | +5.9% | 6,000 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $324,000 | -68.9% | 6,000 | -71.4% | 0.04% | -74.5% |
| Q3 2020 | $1,041,000 | +9.0% | 21,000 | 0.0% | 0.16% | -14.7% |
| Q2 2020 | $955,000 | +16.9% | 21,000 | 0.0% | 0.18% | +1.1% |
| Q1 2020 | $817,000 | -19.7% | 21,000 | 0.0% | 0.18% | -5.7% |
| Q4 2019 | $1,018,000 | +7.5% | 21,000 | 0.0% | 0.19% | +10.3% |
| Q3 2019 | $947,000 | +3.3% | 21,000 | 0.0% | 0.18% | -7.9% |
| Q2 2019 | $917,000 | +1.4% | 21,000 | 0.0% | 0.19% | -3.6% |
| Q1 2019 | $904,000 | +12.3% | 21,000 | 0.0% | 0.20% | +2.1% |
| Q4 2018 | $805,000 | – | 21,000 | – | 0.19% | – |
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% |