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 2022 | $470,000 | -6.9% | 8,711 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $505,000 | -95.3% | 8,806 | -94.8% | 0.04% | -94.5% |
| Q1 2022 | $10,774,000 | +1777.0% | 169,214 | +1842.5% | 0.82% | +1850.0% |
| Q4 2021 | $574,000 | +9.1% | 8,711 | -2.5% | 0.04% | +2.4% |
| Q3 2021 | $526,000 | +1.2% | 8,934 | +2.6% | 0.04% | +2.5% |
| Q2 2021 | $520,000 | +4.4% | 8,711 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $498,000 | -93.7% | 8,711 | -94.1% | 0.04% | -94.1% |
| Q4 2020 | $7,948,000 | +39.7% | 147,293 | +28.3% | 0.71% | +30.0% |
| Q3 2020 | $5,691,000 | -22.1% | 114,814 | -28.5% | 0.54% | -28.8% |
| Q2 2020 | $7,303,000 | +2054.3% | 160,547 | +1743.0% | 0.76% | +1674.4% |
| Q1 2020 | $339,000 | +50.7% | 8,711 | +87.3% | 0.04% | +95.5% |
| Q4 2019 | $225,000 | +7.1% | 4,652 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $210,000 | +3.4% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $203,000 | +1.5% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $200,000 | – | 4,652 | – | 0.02% | – |
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% |