WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,387 | +289.5% | 84,853 | +309.0% | 2.19% | +534.2% |
Q2 2023 | $1,383 | +8.4% | 20,746 | +1.3% | 0.34% | +15.4% |
Q1 2023 | $1,276 | +59.3% | 20,475 | +54.3% | 0.30% | +23.6% |
Q4 2022 | $801 | -99.9% | 13,272 | +1.9% | 0.24% | +18.0% |
Q3 2022 | $702,000 | -0.7% | 13,024 | +6.5% | 0.20% | +10.2% |
Q2 2022 | $707,000 | -12.3% | 12,229 | -7.3% | 0.19% | -2.1% |
Q1 2022 | $806,000 | -8.0% | 13,188 | -0.9% | 0.19% | -3.6% |
Q4 2021 | $876,000 | +3.1% | 13,308 | -7.9% | 0.20% | -17.6% |
Q3 2021 | $850,000 | +4.8% | 14,444 | +1.9% | 0.24% | -36.8% |
Q2 2021 | $811,000 | 0.0% | 14,177 | 0.0% | 0.38% | +5.3% |
Q1 2021 | $811,000 | +6.6% | 14,177 | +0.5% | 0.36% | 0.0% |
Q4 2020 | $761,000 | – | 14,108 | – | 0.36% | – |
Download |
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% |