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 | $3,549,218 | -4.3% | 55,902 | +0.4% | 0.35% | -5.4% |
| Q2 2023 | $3,709,829 | +8.2% | 55,653 | +1.1% | 0.37% | -9.4% |
| Q1 2023 | $3,430,196 | +2.8% | 55,024 | -0.5% | 0.40% | +2.3% |
| Q4 2022 | $3,337,485 | +19.4% | 55,293 | +6.6% | 0.40% | +9.4% |
| Q3 2022 | $2,796,000 | +3.7% | 51,863 | +10.2% | 0.36% | +10.7% |
| Q2 2022 | $2,697,000 | -1.7% | 47,068 | +9.2% | 0.33% | +9.4% |
| Q1 2022 | $2,744,000 | -2.1% | 43,102 | +1.3% | 0.30% | -9.9% |
| Q4 2021 | $2,802,000 | +12636.4% | 42,548 | +7430.6% | 0.33% | +6540.0% |
| Q1 2020 | $22,000 | -18.5% | 565 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $27,000 | +8.0% | 565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 565 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $25,000 | +4.2% | 565 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $24,000 | +9.1% | 565 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | – | 565 | – | 0.01% | – |
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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% |