WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 384 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,947 | +2.4% | 294 | 0.0% | 0.01% | -12.5% |
| Q1 2024 | $22,399 | +105.6% | 294 | +89.7% | 0.01% | +100.0% |
| Q4 2023 | $10,893 | +10.7% | 155 | 0.0% | 0.00% | 0.0% |
| 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 | 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% |