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 | $5,303,340 | +1423.1% | 83,530 | +1499.3% | 1.48% | +1408.2% |
| Q2 2023 | $348,192 | -84.1% | 5,223 | -85.1% | 0.10% | -91.7% |
| Q1 2023 | $2,188,259 | -35.7% | 35,102 | -34.3% | 1.18% | -30.9% |
| Q1 2022 | $3,403,000 | +61.9% | 53,447 | +67.5% | 1.71% | +61.3% |
| Q4 2021 | $2,102,000 | -63.5% | 31,911 | -67.4% | 1.06% | -54.7% |
| Q3 2021 | $5,752,000 | -0.9% | 97,757 | +0.5% | 2.34% | +4.7% |
| Q2 2021 | $5,804,000 | +60.4% | 97,266 | +53.7% | 2.24% | +8.4% |
| Q1 2021 | $3,619,000 | +139.4% | 63,272 | +125.8% | 2.07% | +98.7% |
| Q4 2020 | $1,512,000 | – | 28,024 | – | 1.04% | – |
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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% |