WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 387 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,173,225 | +13.3% | 104,718 | +10.6% | 1.34% | +7.7% |
| Q1 2024 | $7,214,047 | +10.8% | 94,685 | +2.2% | 1.24% | -1.0% |
| Q4 2023 | $6,509,091 | +46.7% | 92,617 | +32.5% | 1.26% | +23.3% |
| Q3 2023 | $4,437,961 | -1.6% | 69,900 | +3.4% | 1.02% | -5.4% |
| Q2 2023 | $4,508,162 | +7.3% | 67,629 | +0.4% | 1.08% | +5.2% |
| Q1 2023 | $4,199,684 | +2.9% | 67,367 | -0.3% | 1.02% | -4.6% |
| Q4 2022 | $4,080,153 | +14.8% | 67,597 | +2.5% | 1.07% | -6.9% |
| Q3 2022 | $3,555,000 | +14.8% | 65,950 | +22.0% | 1.15% | +9.5% |
| Q2 2022 | $3,098,000 | -8.5% | 54,064 | +1.6% | 1.05% | +4.9% |
| Q1 2022 | $3,386,000 | -3.1% | 53,188 | +0.3% | 1.00% | -4.3% |
| Q4 2021 | $3,493,000 | +9.9% | 53,042 | -1.8% | 1.05% | -12.1% |
| Q3 2021 | $3,178,000 | -1.0% | 54,019 | +0.4% | 1.19% | -5.2% |
| Q2 2021 | $3,211,000 | +5.5% | 53,811 | +1.1% | 1.26% | -8.0% |
| Q1 2021 | $3,044,000 | +11.1% | 53,231 | +4.8% | 1.37% | -5.3% |
| Q4 2020 | $2,740,000 | +15.7% | 50,772 | +6.2% | 1.44% | -5.7% |
| Q3 2020 | $2,369,000 | +8.8% | 47,798 | -0.2% | 1.53% | -1.0% |
| Q2 2020 | $2,178,000 | -44.1% | 47,882 | -52.2% | 1.55% | -55.1% |
| Q1 2020 | $3,898,000 | +37.0% | 100,191 | +70.7% | 3.45% | +97.1% |
| Q4 2019 | $2,845,000 | +49.6% | 58,703 | +39.2% | 1.75% | +38.9% |
| Q3 2019 | $1,902,000 | +25.5% | 42,181 | +21.4% | 1.26% | +21.5% |
| Q2 2019 | $1,516,000 | +1.7% | 34,740 | +0.4% | 1.04% | -2.0% |
| Q1 2019 | $1,491,000 | +295.5% | 34,616 | +252.2% | 1.06% | +264.5% |
| Q4 2018 | $377,000 | – | 9,829 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |