WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,425 | -4.8% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $121,188 | +6.9% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $113,335 | +3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $109,735 | +12.0% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $98,000 | -5.8% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $104,000 | -10.3% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $116,000 | -3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $120,000 | +12.1% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $107,000 | -0.9% | 1,818 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $108,000 | +3.8% | 1,818 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $104,000 | +6.1% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $98,000 | +8.9% | 1,818 | 0.0% | 0.02% | -7.4% |
| Q3 2020 | $90,000 | +8.4% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $83,000 | +16.9% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $71,000 | -19.3% | 1,818 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $88,000 | +7.3% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $82,000 | +215.4% | 1,818 | +209.7% | 0.03% | +211.1% |
| Q2 2019 | $26,000 | – | 587 | – | 0.01% | – |
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% |