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 | $2,291,615 | -7.5% | 36,094 | -2.9% | 0.10% | -5.4% |
| Q2 2023 | $2,476,881 | +10.1% | 37,157 | +3.0% | 0.11% | +14.4% |
| Q1 2023 | $2,249,851 | +22.0% | 36,090 | +18.1% | 0.10% | +10.2% |
| Q4 2022 | $1,844,753 | +804.3% | 30,563 | +760.4% | 0.09% | +633.3% |
| Q2 2022 | $204,000 | -22.4% | 3,552 | -14.0% | 0.01% | -25.0% |
| Q1 2022 | $263,000 | -5.7% | 4,132 | -2.5% | 0.02% | -5.9% |
| Q4 2021 | $279,000 | +4.5% | 4,238 | -6.8% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | +4.3% | 4,546 | +6.1% | 0.02% | 0.0% |
| Q2 2021 | $256,000 | +4.9% | 4,286 | +0.3% | 0.02% | -5.6% |
| Q1 2021 | $244,000 | +3966.7% | 4,275 | +2605.7% | 0.02% | +1700.0% |
| Q1 2020 | $6,000 | – | 158 | – | 0.00% | – |
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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% |