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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $10,825,234 | +1.7% | 154,030 | -8.1% | 1.50% | +4.7% |
Q3 2023 | $10,642,321 | +8.5% | 167,622 | +14.0% | 1.43% | +1.8% |
Q2 2023 | $9,805,019 | +4.3% | 147,090 | -2.4% | 1.41% | -5.0% |
Q1 2023 | $9,399,563 | +18.0% | 150,779 | +14.2% | 1.48% | +5.6% |
Q4 2022 | $7,966,192 | +58.9% | 131,978 | +41.9% | 1.40% | +11.5% |
Q3 2022 | $5,013,000 | +41.7% | 92,988 | +50.6% | 1.26% | +26.1% |
Q2 2022 | $3,538,000 | – | 61,741 | – | 1.00% | – |
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% |