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 | $1,249,356 | -2.9% | 19,678 | +2.0% | 0.06% | -4.5% |
Q2 2023 | $1,286,405 | +4.8% | 19,298 | -2.0% | 0.07% | -10.7% |
Q1 2023 | $1,227,101 | +9.9% | 19,684 | +6.4% | 0.08% | +10.3% |
Q4 2022 | $1,116,660 | +57.3% | 18,500 | +40.4% | 0.07% | +38.8% |
Q3 2022 | $710,000 | +0.6% | 13,175 | +7.9% | 0.05% | +40.0% |
Q2 2022 | $706,000 | -7.6% | 12,210 | +1.7% | 0.04% | +6.1% |
Q1 2022 | $764,000 | -33.2% | 12,002 | -30.9% | 0.03% | -25.0% |
Q4 2021 | $1,143,000 | +7.3% | 17,364 | -3.1% | 0.04% | +7.3% |
Q3 2021 | $1,065,000 | +19.9% | 17,913 | +21.7% | 0.04% | +17.1% |
Q2 2021 | $888,000 | +30.4% | 14,721 | +26.3% | 0.04% | +84.2% |
Q1 2021 | $681,000 | +3.7% | 11,658 | +1.8% | 0.02% | -26.9% |
Q4 2020 | $657,000 | +172.6% | 11,447 | +131.4% | 0.03% | +116.7% |
Q3 2020 | $241,000 | +213.0% | 4,946 | +182.6% | 0.01% | +200.0% |
Q2 2020 | $77,000 | +126.5% | 1,750 | +94.4% | 0.00% | +100.0% |
Q1 2020 | $34,000 | +240.0% | 900 | +260.0% | 0.00% | +100.0% |
Q2 2019 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $10,000 | +42.9% | 250 | +25.0% | 0.00% | 0.0% |
Q4 2018 | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $7,000 | -66.7% | 200 | -66.7% | 0.00% | -50.0% |
Q1 2017 | $21,000 | +10.5% | 600 | 0.0% | 0.00% | -33.3% |
Q4 2016 | $19,000 | -13.6% | 600 | -12.0% | 0.00% | 0.0% |
Q3 2016 | $22,000 | +4.8% | 682 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $21,000 | 0.0% | 682 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $21,000 | – | 682 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |