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 | $30,125,434 | -6.4% | 474,491 | -1.7% | 0.30% | -8.1% |
| Q2 2023 | $32,173,716 | +9.4% | 482,654 | +2.3% | 0.32% | +0.9% |
| Q1 2023 | $29,399,456 | -3.8% | 471,599 | -6.8% | 0.32% | +17.3% |
| Q4 2022 | $30,557,310 | -99.9% | 506,251 | -47.0% | 0.27% | -1.4% |
| Q3 2022 | $25,794,769,000 | +84611.9% | 956,012 | +79.9% | 0.28% | -11.8% |
| Q2 2022 | $30,450,000 | -28.2% | 531,321 | -20.2% | 0.31% | -29.0% |
| Q1 2022 | $42,389,000 | +5.8% | 665,755 | +9.4% | 0.44% | +8.6% |
| Q4 2021 | $40,083,000 | +28.1% | 608,604 | +14.5% | 0.41% | +29.7% |
| Q3 2021 | $31,280,000 | +0.8% | 531,617 | +2.3% | 0.31% | -11.1% |
| Q2 2021 | $31,022,000 | +7.9% | 519,888 | +3.4% | 0.35% | -3.6% |
| Q1 2021 | $28,755,000 | -7.9% | 502,793 | -13.8% | 0.36% | +0.8% |
| Q4 2020 | $31,230,000 | -99.8% | 583,081 | +67.7% | 0.36% | +12.8% |
| Q3 2020 | $17,184,000,000 | – | 347,635 | – | 0.32% | – |
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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% |