WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,125 | -11.9% | 6,145 | -7.5% | 0.14% | -12.8% |
| Q2 2023 | $443,000 | +14.5% | 6,646 | +7.1% | 0.16% | +4.7% |
| Q1 2023 | $386,861 | +3.3% | 6,206 | 0.0% | 0.15% | +17.3% |
| Q4 2022 | $374,574 | +11.8% | 6,206 | 0.0% | 0.13% | -20.1% |
| Q3 2022 | $335,000 | -5.9% | 6,206 | 0.0% | 0.16% | -17.2% |
| Q2 2022 | $356,000 | -10.3% | 6,206 | 0.0% | 0.19% | -7.7% |
| Q1 2022 | $397,000 | -2.9% | 6,206 | 0.0% | 0.21% | +10.6% |
| Q4 2021 | $409,000 | +6.5% | 6,206 | +0.1% | 0.19% | +6.2% |
| Q3 2021 | $384,000 | +8.5% | 6,201 | +0.2% | 0.18% | -9.2% |
| Q1 2021 | $354,000 | – | 6,186 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |