WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 395 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,648 | +2.4% | 3,032 | 0.0% | 0.06% | -9.0% |
| Q1 2024 | $231,008 | +8.4% | 3,032 | 0.0% | 0.07% | -10.7% |
| Q4 2023 | $213,089 | +5.4% | 3,032 | 0.0% | 0.08% | -10.7% |
| Q2 2023 | $202,113 | -53.2% | 3,032 | -57.6% | 0.08% | -61.3% |
| Q4 2022 | $431,876 | +106.6% | 7,155 | +96.2% | 0.22% | +70.9% |
| Q2 2022 | $209,000 | -4.6% | 3,647 | +6.3% | 0.13% | 0.0% |
| Q1 2022 | $219,000 | +5.3% | 3,432 | -5.6% | 0.13% | -30.6% |
| Q1 2021 | $208,000 | – | 3,636 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |