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 | $45,336,367 | -3.2% | 714,071 | +1.6% | 0.83% | -3.0% |
| Q2 2023 | $46,827,472 | +11.7% | 702,483 | +4.5% | 0.85% | -7.6% |
| Q1 2023 | $41,910,205 | +6.5% | 672,284 | +3.1% | 0.92% | -5.2% |
| Q4 2022 | $39,354,606 | +11.9% | 651,998 | -0.0% | 0.97% | -3.3% |
| Q3 2022 | $35,160,000 | -3.5% | 652,203 | +2.6% | 1.01% | -2.6% |
| Q2 2022 | $36,440,000 | -9.3% | 635,851 | +0.7% | 1.03% | +0.9% |
| Q1 2022 | $40,188,000 | -38.7% | 631,192 | -36.6% | 1.02% | -37.6% |
| Q4 2021 | $65,517,000 | +17.0% | 994,797 | +4.5% | 1.64% | +1.9% |
| Q3 2021 | $56,002,000 | +3.3% | 951,765 | +5.4% | 1.61% | -8.0% |
| Q2 2021 | $54,238,000 | +9.4% | 903,214 | +4.2% | 1.75% | -9.0% |
| Q1 2021 | $49,562,000 | – | 866,609 | – | 1.93% | – |
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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% |