WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,538,684 | -10.1% | 937,698 | -5.6% | 7.98% | -10.5% |
| Q2 2023 | $66,237,161 | +10.4% | 993,774 | +3.3% | 8.92% | +3.7% |
| Q1 2023 | $60,000,956 | +5.8% | 962,479 | +2.4% | 8.60% | -5.0% |
| Q4 2022 | $56,729,925 | +23736.1% | 939,860 | +21207.2% | 9.06% | +20960.5% |
| Q3 2022 | $238,000 | +7.2% | 4,411 | +13.6% | 0.04% | +19.4% |
| Q2 2022 | $222,000 | -32.1% | 3,883 | -24.5% | 0.04% | -28.0% |
| Q1 2022 | $327,000 | -3.3% | 5,145 | 0.0% | 0.05% | +6.4% |
| Q4 2021 | $338,000 | – | 5,145 | – | 0.05% | – |
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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% |