WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,847,494 | -4.8% | 60,600 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $4,039,596 | +6.9% | 60,600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $3,777,804 | -26.0% | 60,600 | -28.4% | 0.01% | -30.8% |
| Q4 2022 | $5,106,456 | +12.0% | 84,600 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $4,561,000 | -13.6% | 84,600 | -8.1% | 0.01% | -7.7% |
| Q2 2022 | $5,278,000 | -55.0% | 92,100 | -50.0% | 0.01% | +8.3% |
| Q1 2022 | $11,728,000 | +93.3% | 184,200 | +100.0% | 0.01% | -7.7% |
| Q4 2021 | $6,066,000 | +11.9% | 92,100 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $5,419,000 | +30.9% | 92,100 | +32.7% | 0.01% | +16.7% |
| Q2 2021 | $4,141,000 | +4.3% | 69,400 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $3,969,000 | +6.0% | 69,400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $3,745,000 | +19.5% | 69,400 | +9.8% | 0.01% | -12.5% |
| Q3 2020 | $3,133,000 | – | 63,200 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |