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 | $640,937 | -5.2% | 10,095 | -0.4% | 0.71% | -0.1% |
| Q2 2023 | $675,784 | +6.5% | 10,138 | +0.0% | 0.71% | +1.7% |
| Q1 2023 | $634,796 | -41.9% | 10,136 | -44.0% | 0.70% | -43.7% |
| Q4 2022 | $1,092,800 | +33.3% | 18,105 | +26.5% | 1.24% | +31.6% |
| Q3 2022 | $820,000 | -10.3% | 14,312 | -0.3% | 0.94% | +5.9% |
| Q2 2022 | $914,000 | 0.0% | 14,359 | 0.0% | 0.89% | +17.7% |
| Q1 2022 | $914,000 | -2.8% | 14,359 | +0.6% | 0.76% | +0.8% |
| Q4 2021 | $940,000 | +21.4% | 14,273 | +10.1% | 0.75% | -5.5% |
| Q3 2021 | $774,000 | 0.0% | 12,967 | 0.0% | 0.80% | 0.0% |
| Q2 2021 | $774,000 | +10.7% | 12,967 | +6.1% | 0.80% | -1.0% |
| Q1 2021 | $699,000 | +22.2% | 12,226 | +15.4% | 0.80% | +21.8% |
| Q4 2020 | $572,000 | – | 10,593 | – | 0.66% | – |
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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% |