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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $914,950 | -45.5% | 13,726 | -49.0% | 0.48% | -11.3% |
| Q1 2023 | $1,677,630 | +109.4% | 26,910 | +102.8% | 0.54% | -0.7% |
| Q4 2022 | $801,120 | +14.1% | 13,272 | +1.9% | 0.54% | -7.3% |
| Q3 2022 | $702,000 | +0.1% | 13,024 | +6.5% | 0.59% | +21.8% |
| Q2 2022 | $701,000 | -14.9% | 12,229 | -5.5% | 0.48% | -11.1% |
| Q1 2022 | $824,000 | -5.9% | 12,942 | -2.8% | 0.54% | +12.7% |
| Q4 2021 | $876,000 | – | 13,308 | – | 0.48% | – |
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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% |