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 | $4,241,818 | +3.0% | 66,804 | +8.1% | 0.18% | +1.7% |
| Q2 2023 | $4,118,211 | +37.8% | 61,777 | +28.9% | 0.17% | +24.5% |
| Q1 2023 | $2,988,133 | -34.2% | 47,933 | -36.3% | 0.14% | -40.1% |
| Q4 2022 | $4,541,234 | +39.0% | 75,243 | +24.1% | 0.23% | +26.8% |
| Q3 2022 | $3,268,000 | +236.9% | 60,627 | +258.3% | 0.18% | +245.3% |
| Q2 2022 | $970,000 | +52.0% | 16,921 | +68.8% | 0.05% | +43.2% |
| Q1 2022 | $638,000 | +6.7% | 10,024 | +10.5% | 0.04% | 0.0% |
| Q4 2021 | $598,000 | +22.8% | 9,074 | +9.7% | 0.04% | +8.8% |
| Q3 2021 | $487,000 | +11.4% | 8,274 | +13.0% | 0.03% | +6.2% |
| Q2 2021 | $437,000 | +25.9% | 7,324 | +20.6% | 0.03% | -3.0% |
| Q1 2021 | $347,000 | +16.4% | 6,074 | +10.0% | 0.03% | +6.5% |
| Q4 2020 | $298,000 | +8.8% | 5,524 | 0.0% | 0.03% | -8.8% |
| Q3 2020 | $274,000 | – | 5,524 | – | 0.03% | – |
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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% |