WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,727,152 | +3.4% | 1,980,267 | +8.6% | 0.04% | +4.9% |
| Q2 2023 | $121,602,972 | +14.6% | 1,824,227 | +7.1% | 0.04% | +5.1% |
| Q1 2023 | $106,140,209 | +8.8% | 1,702,602 | +5.3% | 0.04% | +8.3% |
| Q4 2022 | $97,586,668 | +24.6% | 1,616,744 | +11.3% | 0.04% | +5.9% |
| Q3 2022 | $78,327,000 | +2.4% | 1,452,911 | +8.8% | 0.03% | +9.7% |
| Q2 2022 | $76,524,000 | -7.4% | 1,335,264 | +2.9% | 0.03% | +10.7% |
| Q1 2022 | $82,621,000 | +1.2% | 1,297,641 | +4.7% | 0.03% | +21.7% |
| Q4 2021 | $81,601,000 | +15.2% | 1,239,002 | +2.9% | 0.02% | +4.5% |
| Q3 2021 | $70,850,000 | -0.5% | 1,204,112 | +0.9% | 0.02% | -4.3% |
| Q2 2021 | $71,186,000 | +3.1% | 1,192,994 | -1.2% | 0.02% | 0.0% |
| Q1 2021 | $69,038,000 | +2.8% | 1,207,164 | -3.0% | 0.02% | 0.0% |
| Q4 2020 | $67,161,000 | -0.9% | 1,244,653 | -8.9% | 0.02% | -11.5% |
| Q3 2020 | $67,758,000 | +7.0% | 1,366,915 | -1.8% | 0.03% | -3.7% |
| Q2 2020 | $63,328,000 | +4.3% | 1,392,132 | -10.8% | 0.03% | -6.9% |
| Q1 2020 | $60,720,000 | -16.4% | 1,560,532 | +4.1% | 0.03% | +16.0% |
| Q4 2019 | $72,626,000 | +11.8% | 1,498,372 | +4.0% | 0.02% | 0.0% |
| Q3 2019 | $64,948,000 | +7.1% | 1,440,403 | +3.7% | 0.02% | +8.7% |
| Q2 2019 | $60,648,000 | +5.9% | 1,389,411 | +4.4% | 0.02% | -4.2% |
| Q1 2019 | $57,290,000 | +4.1% | 1,330,465 | -7.4% | 0.02% | -4.0% |
| Q4 2018 | $55,058,000 | +8.5% | 1,436,420 | +25.5% | 0.02% | +25.0% |
| Q3 2018 | $50,734,000 | +21.4% | 1,144,456 | +12.3% | 0.02% | +11.1% |
| Q2 2018 | $41,807,000 | +6.5% | 1,019,438 | +4.9% | 0.02% | +5.9% |
| Q1 2018 | $39,238,000 | -7.0% | 972,193 | -4.6% | 0.02% | 0.0% |
| Q4 2017 | $42,202,000 | -7.4% | 1,018,644 | -14.7% | 0.02% | -19.0% |
| Q3 2017 | $45,562,000 | -3.3% | 1,193,977 | -6.8% | 0.02% | -12.5% |
| Q2 2017 | $47,116,000 | -7.6% | 1,281,012 | -10.8% | 0.02% | -14.3% |
| Q1 2017 | $50,982,000 | +12.4% | 1,436,908 | +5.4% | 0.03% | +12.0% |
| Q4 2016 | $45,372,000 | +8.1% | 1,363,740 | +4.9% | 0.02% | 0.0% |
| Q3 2016 | $41,987,000 | -0.2% | 1,300,325 | -2.4% | 0.02% | -3.8% |
| Q2 2016 | $42,063,000 | +1.8% | 1,331,966 | +0.8% | 0.03% | -7.1% |
| Q1 2016 | $41,328,000 | -14.3% | 1,321,664 | -16.8% | 0.03% | -9.7% |
| Q4 2015 | $48,199,000 | +11.9% | 1,588,119 | +5.5% | 0.03% | 0.0% |
| Q3 2015 | $43,079,000 | +19.1% | 1,505,203 | +29.2% | 0.03% | +29.2% |
| Q2 2015 | $36,156,000 | +12.7% | 1,165,190 | +13.7% | 0.02% | +9.1% |
| Q1 2015 | $32,072,000 | +175.9% | 1,024,979 | +174.1% | 0.02% | +175.0% |
| Q4 2014 | $11,624,000 | – | 373,898 | – | 0.01% | – |
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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% |