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 | $588,108 | -8.3% | 9,263 | -12.8% | 0.42% | -12.7% |
| Q4 2022 | $641,144 | +4.3% | 10,622 | -6.9% | 0.49% | 0.0% |
| Q3 2022 | $615,000 | -4.5% | 11,409 | +1.5% | 0.49% | -1.2% |
| Q2 2022 | $644,000 | -80.0% | 11,236 | -77.7% | 0.49% | -78.4% |
| Q1 2022 | $3,214,000 | +23.1% | 50,479 | +27.4% | 2.29% | +25.2% |
| Q4 2021 | $2,610,000 | -15.6% | 39,633 | -24.6% | 1.83% | -21.1% |
| Q3 2021 | $3,093,000 | +516.1% | 52,563 | +525.2% | 2.32% | +514.6% |
| Q2 2021 | $502,000 | – | 8,408 | – | 0.38% | – |
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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% |