WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 387 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,914,320 | +36.8% | 165,462 | +33.5% | 0.17% | +28.5% |
| Q1 2024 | $9,440,734 | +5.6% | 123,910 | -2.6% | 0.13% | -5.8% |
| Q4 2023 | $8,938,485 | +78.7% | 127,184 | +61.5% | 0.14% | +55.1% |
| Q3 2023 | $5,001,414 | +25.7% | 78,774 | +32.0% | 0.09% | +23.6% |
| Q2 2023 | $3,978,279 | +19.3% | 59,680 | +11.5% | 0.07% | +14.3% |
| Q1 2023 | $3,335,624 | +21.6% | 53,507 | +17.8% | 0.06% | +12.5% |
| Q4 2022 | $2,742,852 | +6.9% | 45,441 | -4.5% | 0.06% | -1.8% |
| Q3 2022 | $2,565,000 | +90.1% | 47,583 | +102.2% | 0.06% | +103.6% |
| Q2 2022 | $1,349,000 | -67.5% | 23,534 | -75.6% | 0.03% | -84.1% |
| Q1 2019 | $4,157,000 | +671.2% | 96,541 | +586.2% | 0.18% | +633.3% |
| Q4 2018 | $539,000 | -23.2% | 14,068 | -11.2% | 0.02% | -14.3% |
| Q3 2018 | $702,000 | +6.7% | 15,846 | -1.3% | 0.03% | -3.4% |
| Q2 2018 | $658,000 | – | 16,049 | – | 0.03% | – |
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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% |