WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,858 | +14.5% | 7,306 | +20.2% | 0.04% | +12.1% |
| Q2 2023 | $405,293 | +6.9% | 6,080 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $379,028 | +3.3% | 6,080 | 0.0% | 0.03% | +3.1% |
| Q4 2022 | $366,989 | +11.9% | 6,080 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $328,000 | -5.7% | 6,080 | 0.0% | 0.03% | -5.9% |
| Q2 2022 | $348,000 | +5.1% | 6,080 | +17.1% | 0.03% | +21.4% |
| Q1 2022 | $331,000 | – | 5,191 | – | 0.03% | – |
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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% |