WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,288,438 | -1.8% | 209,300 | +3.1% | 1.56% | +1.8% |
| Q2 2023 | $13,533,606 | +7.4% | 203,058 | +0.4% | 1.54% | -17.4% |
| Q1 2023 | $12,606,713 | +9.5% | 202,225 | +6.0% | 1.86% | +2.1% |
| Q4 2022 | $11,516,487 | +127.6% | 190,797 | +103.3% | 1.82% | +55.2% |
| Q3 2022 | $5,060,000 | +32.7% | 93,859 | +41.1% | 1.18% | +18.1% |
| Q2 2022 | $3,813,000 | +571.3% | 66,528 | +645.9% | 1.00% | +715.6% |
| Q1 2022 | $568,000 | – | 8,919 | – | 0.12% | – |
Download | ||||||
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% |