WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $524,554 | +372.6% | 8,262 | +372.1% | 0.05% | +58.1% |
Q1 2022 | $111,000 | -3.5% | 1,750 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $115,000 | +12.7% | 1,750 | 0.0% | 0.03% | +19.2% |
Q3 2021 | $102,000 | -1.9% | 1,750 | 0.0% | 0.03% | -7.1% |
Q2 2021 | $104,000 | +4.0% | 1,750 | 0.0% | 0.03% | -3.4% |
Q1 2021 | $100,000 | – | 1,750 | – | 0.03% | – |
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% |