WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |