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 | $956,668 | -3.1% | 15,068 | +1.7% | 0.49% | -5.4% |
| Q2 2023 | $987,568 | +10.7% | 14,815 | +3.5% | 0.51% | +6.2% |
| Q1 2023 | $892,397 | +3.9% | 14,315 | +0.6% | 0.48% | -1.8% |
| Q4 2022 | $859,164 | +17.4% | 14,234 | +4.9% | 0.49% | +15.5% |
| Q3 2022 | $732,000 | -4.7% | 13,574 | +2.0% | 0.43% | -0.5% |
| Q2 2022 | $768,000 | +9.4% | 13,313 | +21.2% | 0.43% | +27.3% |
| Q1 2022 | $702,000 | +6.0% | 10,985 | +9.3% | 0.34% | +8.4% |
| Q4 2021 | $662,000 | +10.1% | 10,053 | -1.5% | 0.31% | 0.0% |
| Q3 2021 | $601,000 | +8.1% | 10,210 | +9.5% | 0.31% | +6.1% |
| Q2 2021 | $556,000 | +38.7% | 9,324 | +32.9% | 0.29% | +26.3% |
| Q1 2021 | $401,000 | +53.6% | 7,016 | +44.8% | 0.23% | +41.5% |
| Q4 2020 | $261,000 | – | 4,844 | – | 0.16% | – |
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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% |