WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,486,760 | -2.5% | 511,683 | +2.4% | 3.98% | -1.2% |
| Q2 2023 | $33,321,073 | +7.0% | 499,866 | +0.0% | 4.03% | -2.0% |
| Q1 2023 | $31,146,000 | +4.1% | 499,629 | +0.8% | 4.11% | -4.5% |
| Q4 2022 | $29,913,332 | +13.6% | 495,582 | +1.5% | 4.31% | +11.9% |
| Q3 2022 | $26,333,000 | -3.4% | 488,461 | +2.6% | 3.85% | -11.9% |
| Q2 2022 | $27,273,000 | -10.0% | 475,891 | +0.0% | 4.37% | +7.6% |
| Q1 2022 | $30,295,000 | +6.0% | 475,818 | +9.7% | 4.06% | +5.9% |
| Q4 2021 | $28,569,000 | +9.4% | 433,784 | -2.3% | 3.84% | +5.8% |
| Q3 2021 | $26,121,000 | +1.7% | 443,927 | +3.1% | 3.63% | -11.2% |
| Q2 2021 | $25,683,000 | +8.5% | 430,412 | +4.0% | 4.09% | +7.0% |
| Q1 2021 | $23,665,000 | +9.9% | 413,794 | +3.7% | 3.82% | +3.4% |
| Q4 2020 | $21,527,000 | +10.6% | 398,943 | +1.6% | 3.69% | -2.0% |
| Q3 2020 | $19,465,000 | +15.4% | 392,681 | +5.9% | 3.77% | +6.0% |
| Q2 2020 | $16,867,000 | +59.5% | 370,780 | +36.4% | 3.56% | +26.6% |
| Q1 2020 | $10,574,000 | – | 271,743 | – | 2.81% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |