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 | $2,003,239 | -8.0% | 31,552 | -3.4% | 0.13% | -14.3% |
| Q2 2023 | $2,176,800 | -3.4% | 32,655 | -9.7% | 0.15% | -11.0% |
| Q1 2023 | $2,253,496 | -24.8% | 36,148 | -27.2% | 0.17% | -30.8% |
| Q4 2022 | $2,996,976 | -18.0% | 49,651 | -26.7% | 0.25% | -34.9% |
| Q3 2022 | $3,654,000 | -0.7% | 67,771 | +5.5% | 0.38% | +15.0% |
| Q2 2022 | $3,681,000 | +789.1% | 64,222 | +826.6% | 0.33% | +802.7% |
| Q2 2021 | $414,000 | – | 6,931 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |