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 | $8,925,551 | +5511.8% | 140,582 | +5792.0% | 0.24% | +5975.0% |
| Q2 2023 | $159,051 | -77.8% | 2,386 | -79.2% | 0.00% | -78.9% |
| Q1 2023 | $715,726 | -57.9% | 11,481 | -59.3% | 0.02% | -63.5% |
| Q4 2022 | $1,701,729 | +1856.0% | 28,193 | +1637.1% | 0.05% | +2500.0% |
| Q3 2022 | $87,000 | -3.3% | 1,623 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $90,000 | -10.0% | 1,571 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $100,000 | -2.9% | 1,571 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $103,000 | +12.0% | 1,571 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $92,000 | -2.1% | 1,571 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $94,000 | +4.4% | 1,571 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $90,000 | +7.1% | 1,571 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $84,000 | -16.8% | 1,571 | -23.1% | 0.00% | -20.0% |
| Q3 2020 | $101,000 | -25.7% | 2,043 | -31.7% | 0.01% | -44.4% |
| Q2 2020 | $136,000 | +17.2% | 2,993 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $116,000 | -20.0% | 2,993 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $145,000 | +8.2% | 2,993 | 0.0% | 0.01% | +42.9% |
| Q3 2019 | $134,000 | – | 2,993 | – | 0.01% | – |
Download | ||||||
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% |