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 | $6,842,588 | +0.1% | 107,774 | +5.1% | 0.22% | +1.4% |
| Q2 2023 | $6,834,284 | -13.6% | 102,525 | -19.2% | 0.22% | -23.3% |
| Q1 2023 | $7,908,338 | +3.1% | 126,858 | -0.2% | 0.29% | +4.0% |
| Q4 2022 | $7,669,960 | +21.0% | 127,070 | +8.1% | 0.28% | +0.7% |
| Q3 2022 | $6,338,000 | +2.1% | 117,571 | +8.5% | 0.28% | +43.2% |
| Q2 2022 | $6,208,000 | -20.4% | 108,324 | -11.5% | 0.19% | -59.1% |
| Q1 2022 | $7,795,000 | +0.0% | 122,435 | +3.5% | 0.47% | -38.6% |
| Q4 2021 | $7,794,000 | +102.4% | 118,340 | +80.9% | 0.76% | +89.8% |
| Q3 2021 | $3,850,000 | +14.8% | 65,425 | +16.4% | 0.40% | +27.9% |
| Q2 2021 | $3,353,000 | +46.0% | 56,195 | +39.9% | 0.32% | +31.2% |
| Q1 2021 | $2,297,000 | +23.3% | 40,171 | +16.3% | 0.24% | +33.3% |
| Q4 2020 | $1,863,000 | +43.6% | 34,532 | +32.0% | 0.18% | +52.5% |
| Q3 2020 | $1,297,000 | +1.3% | 26,159 | -7.0% | 0.12% | -7.1% |
| Q2 2020 | $1,280,000 | +14.9% | 28,135 | -1.7% | 0.13% | +2.4% |
| Q1 2020 | $1,114,000 | -5.4% | 28,628 | +17.9% | 0.12% | +19.2% |
| Q4 2019 | $1,177,000 | +30.6% | 24,281 | +21.6% | 0.10% | +5.1% |
| Q3 2019 | $901,000 | – | 19,972 | – | 0.10% | – |
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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% |