WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 384 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,327,075 | +8.3% | 55,440 | +5.7% | 0.01% | -6.7% |
| Q1 2024 | $3,996,359 | -3.0% | 52,453 | -10.5% | 0.02% | +7.1% |
| Q4 2023 | $4,118,398 | +23.5% | 58,600 | +11.6% | 0.01% | +7.7% |
| Q3 2023 | $3,333,415 | -5.7% | 52,503 | -1.0% | 0.01% | -7.1% |
| Q2 2023 | $3,535,756 | +5.6% | 53,042 | -1.3% | 0.01% | -6.7% |
| Q1 2023 | $3,348,853 | +0.8% | 53,719 | -2.4% | 0.02% | -11.8% |
| Q4 2022 | $3,321,540 | +15.8% | 55,029 | +3.5% | 0.02% | 0.0% |
| Q3 2022 | $2,868,000 | -21.9% | 53,191 | -17.0% | 0.02% | -29.2% |
| Q2 2022 | $3,673,000 | -6.6% | 64,096 | +3.8% | 0.02% | -4.0% |
| Q1 2022 | $3,932,000 | -5.6% | 61,749 | -2.3% | 0.02% | -13.8% |
| Q4 2021 | $4,165,000 | +14.6% | 63,233 | +2.4% | 0.03% | -3.3% |
| Q3 2021 | $3,633,000 | -3.3% | 61,751 | -2.0% | 0.03% | -14.3% |
| Q2 2021 | $3,758,000 | +4.3% | 62,984 | -0.0% | 0.04% | -10.3% |
| Q1 2021 | $3,603,000 | +62.8% | 63,001 | +53.6% | 0.04% | +34.5% |
| Q4 2020 | $2,213,000 | +11.3% | 41,007 | +2.5% | 0.03% | -12.1% |
| Q3 2020 | $1,988,000 | +30.6% | 40,013 | +19.6% | 0.03% | +32.0% |
| Q2 2020 | $1,522,000 | +50633.3% | 33,446 | +58577.2% | 0.02% | – |
| Q3 2019 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |