WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,921 | -44.0% | 5,133 | -41.2% | 0.23% | -42.3% |
| Q2 2023 | $581,895 | +58.4% | 8,729 | +48.2% | 0.40% | +52.5% |
| Q1 2023 | $367,271 | -4.7% | 5,891 | -7.8% | 0.26% | -8.3% |
| Q4 2022 | $385,501 | -6.2% | 6,387 | -16.2% | 0.29% | -15.0% |
| Q3 2022 | $411,000 | +2.2% | 7,620 | +8.5% | 0.34% | -7.9% |
| Q2 2022 | $402,000 | -75.4% | 7,021 | -72.7% | 0.37% | 0.0% |
| Q1 2022 | $1,637,000 | -54.6% | 25,704 | -53.0% | 0.37% | -63.3% |
| Q4 2021 | $3,603,000 | +12.1% | 54,708 | +0.2% | 1.01% | -1.2% |
| Q3 2021 | $3,214,000 | +235.1% | 54,623 | +239.8% | 1.02% | +43.2% |
| Q2 2021 | $959,000 | +14.0% | 16,077 | +9.3% | 0.71% | +3.2% |
| Q1 2021 | $841,000 | +22.6% | 14,704 | +15.8% | 0.69% | +13.3% |
| Q4 2020 | $686,000 | – | 12,703 | – | 0.61% | – |
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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% |