WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $997,301 | -4.8% | 15,708 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $1,047,095 | +6.9% | 15,708 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $979,237 | +3.3% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q4 2022 | $948,135 | +11.9% | 15,708 | 0.0% | 0.03% | +17.4% |
| Q3 2022 | $847,000 | -5.9% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q2 2022 | $900,000 | -10.0% | 15,708 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $1,000,000 | -3.4% | 15,708 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,035,000 | +12.0% | 15,708 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $924,000 | -1.4% | 15,708 | 0.0% | 0.02% | -10.7% |
| Q2 2021 | $937,000 | – | 15,708 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |