WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,307,197 | +0.4% | 36,339 | +5.4% | 0.70% | -0.3% |
| Q2 2023 | $2,298,627 | +61.8% | 34,483 | +51.3% | 0.70% | +43.4% |
| Q1 2023 | $1,420,374 | -2.8% | 22,784 | -5.9% | 0.49% | -20.7% |
| Q4 2022 | $1,460,942 | +13.5% | 24,204 | +1.4% | 0.62% | 0.0% |
| Q3 2022 | $1,287,000 | -5.2% | 23,879 | +0.8% | 0.62% | +2.3% |
| Q2 2022 | $1,357,000 | -99.9% | 23,685 | +4.0% | 0.60% | +17.2% |
| Q1 2022 | $1,450,062,000 | +93998.8% | 22,774 | -2.7% | 0.52% | -13.9% |
| Q4 2021 | $1,541,000 | +11.9% | 23,404 | +0.0% | 0.60% | +11.8% |
| Q3 2021 | $1,377,000 | – | 23,403 | – | 0.54% | – |
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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% |