WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $932,537 | +160.1% | 14,688 | +155.4% | 0.02% | +150.0% |
| Q1 2023 | $358,550 | +0.7% | 5,752 | -2.5% | 0.01% | -9.1% |
| Q4 2022 | $356,189 | +7.3% | 5,901 | -4.0% | 0.01% | -8.3% |
| Q3 2022 | $332,000 | +0.3% | 6,150 | +6.6% | 0.01% | +9.1% |
| Q2 2022 | $331,000 | -9.6% | 5,769 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $366,000 | -3.2% | 5,742 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $378,000 | +575.0% | 5,740 | +513.2% | 0.01% | +450.0% |
| Q2 2021 | $56,000 | +12.0% | 936 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | +100.0% | 932 | +83.1% | 0.00% | +100.0% |
| Q3 2020 | $25,000 | +400.0% | 509 | +277.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 135 | – | 0.00% | – |
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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% |