WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $632,490 | -1.4% | 9,962 | +3.5% | 0.05% | 0.0% |
Q2 2023 | $641,578 | +7.4% | 9,625 | +0.5% | 0.05% | +7.0% |
Q1 2023 | $597,271 | -6.3% | 9,581 | -9.3% | 0.04% | -10.4% |
Q4 2022 | $637,538 | -6.4% | 10,562 | -16.3% | 0.05% | -14.3% |
Q3 2022 | $681,000 | -44.5% | 12,626 | -41.0% | 0.06% | -44.0% |
Q2 2022 | $1,226,000 | +47.4% | 21,397 | +63.7% | 0.10% | +81.8% |
Q1 2022 | $832,000 | +87.0% | 13,073 | +93.5% | 0.06% | +96.4% |
Q4 2021 | $445,000 | -80.1% | 6,756 | -88.4% | 0.03% | -90.8% |
Q4 2018 | $2,232,000 | -17.9% | 58,233 | -5.1% | 0.30% | +0.3% |
Q3 2018 | $2,719,000 | +6.8% | 61,340 | -1.0% | 0.30% | -1.3% |
Q2 2018 | $2,545,000 | -4.4% | 61,950 | -6.1% | 0.31% | -11.0% |
Q1 2018 | $2,663,000 | -0.8% | 65,979 | +1.8% | 0.35% | -5.5% |
Q4 2017 | $2,685,000 | – | 64,792 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |