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 | $366,427 | +16.9% | 5,771 | +22.7% | 0.05% | +13.3% |
| Q2 2023 | $313,504 | -0.1% | 4,703 | -7.7% | 0.04% | -10.0% |
| Q1 2023 | $313,691 | +0.0% | 5,097 | -1.9% | 0.05% | -18.0% |
| Q4 2022 | $313,634 | +15.3% | 5,196 | +2.9% | 0.06% | +5.2% |
| Q3 2022 | $272,000 | -5.6% | 5,048 | +0.6% | 0.06% | -4.9% |
| Q2 2022 | $288,000 | -16.5% | 5,019 | -6.4% | 0.06% | -3.2% |
| Q1 2022 | $345,000 | -7.8% | 5,362 | -8.5% | 0.06% | +3.3% |
| Q4 2021 | $374,000 | +80.7% | 5,860 | +10.0% | 0.06% | +577.8% |
| Q1 2020 | $207,000 | – | 5,326 | – | 0.01% | – |
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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% |