WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,646,163 | +0.0% | 151,932 | +5.0% | 0.30% | -8.2% |
| Q2 2023 | $9,644,235 | +8.8% | 144,678 | +1.8% | 0.33% | -6.5% |
| Q1 2023 | $8,862,024 | +51.2% | 142,156 | +46.4% | 0.35% | +18.9% |
| Q4 2022 | $5,860,689 | +75.9% | 97,096 | +57.2% | 0.30% | +53.9% |
| Q3 2022 | $3,331,000 | +95.0% | 61,780 | +107.3% | 0.19% | +99.0% |
| Q2 2022 | $1,708,000 | -4.3% | 29,797 | +6.3% | 0.10% | +9.0% |
| Q1 2022 | $1,785,000 | -2.4% | 28,038 | +0.9% | 0.09% | +1.1% |
| Q4 2021 | $1,829,000 | +21.0% | 27,778 | +8.1% | 0.09% | +4.8% |
| Q3 2021 | $1,512,000 | +13.3% | 25,698 | +14.9% | 0.08% | +3.7% |
| Q2 2021 | $1,335,000 | +11.4% | 22,374 | +6.8% | 0.08% | -2.4% |
| Q1 2021 | $1,198,000 | +64.1% | 20,943 | +53.6% | 0.08% | +53.7% |
| Q4 2020 | $730,000 | -99.8% | 13,639 | +59.6% | 0.05% | +45.9% |
| Q3 2020 | $424,000,000 | – | 8,547 | – | 0.04% | – |
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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% |