WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,841 | -4.8% | 155 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $10,332 | +6.9% | 155 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,663 | -27.1% | 155 | -29.5% | 0.01% | -28.6% |
| Q4 2022 | $13,259 | +10.5% | 220 | +0.5% | 0.01% | +16.7% |
| Q3 2022 | $12,000 | -7.7% | 219 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 219 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 219 | -3.9% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | -80.3% | 228 | -82.2% | 0.01% | -82.9% |
| Q3 2021 | $76,000 | – | 1,284 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |