WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,484 | -54.7% | 4,560 | -61.5% | 0.18% | -61.3% |
| Q3 2022 | $639,000 | -6.2% | 11,856 | 0.0% | 0.46% | -3.2% |
| Q2 2022 | $681,000 | -9.8% | 11,856 | 0.0% | 0.47% | +5.4% |
| Q1 2022 | $755,000 | -3.3% | 11,856 | 0.0% | 0.45% | -6.9% |
| Q4 2021 | $781,000 | +11.9% | 11,856 | 0.0% | 0.48% | -5.1% |
| Q3 2021 | $698,000 | -0.7% | 11,856 | +0.6% | 0.51% | -1.6% |
| Q2 2021 | $703,000 | +5.7% | 11,786 | +1.4% | 0.52% | -7.4% |
| Q1 2021 | $665,000 | +5.6% | 11,623 | -0.4% | 0.56% | +4.9% |
| Q4 2020 | $630,000 | – | 11,674 | – | 0.53% | – |
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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% |