WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 442 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,674,037 | +5.8% | 34,260 | +3.3% | 0.62% | +1.1% |
| Q1 2024 | $2,526,508 | -2.4% | 33,159 | -10.0% | 0.61% | -14.7% |
| Q4 2023 | $2,588,761 | +12.2% | 36,834 | +1.4% | 0.72% | +2.0% |
| 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 | 7,102,602 | $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% |