WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 382 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,074,530 | +10.6% | 90,641 | +8.0% | 3.92% | +3.4% |
Q1 2024 | $6,397,065 | +20.3% | 83,962 | +11.0% | 3.80% | +4.5% |
Q4 2023 | $5,316,752 | +30.7% | 75,651 | +18.0% | 3.63% | +16.0% |
Q3 2023 | $4,068,930 | -6.9% | 64,088 | -2.3% | 3.13% | -0.8% |
Q2 2023 | $4,370,918 | +19.7% | 65,570 | +12.0% | 3.15% | +9.1% |
Q1 2023 | $3,650,568 | -5.5% | 58,559 | -8.5% | 2.89% | -6.0% |
Q4 2022 | $3,861,893 | +65.5% | 63,981 | +47.8% | 3.08% | +49.4% |
Q3 2022 | $2,333,000 | -3.5% | 43,283 | +2.6% | 2.06% | -3.1% |
Q2 2022 | $2,418,000 | -7.5% | 42,187 | +2.8% | 2.13% | +1.7% |
Q1 2022 | $2,614,000 | +16.4% | 41,049 | +20.4% | 2.09% | +33.2% |
Q4 2021 | $2,245,000 | – | 34,091 | – | 1.57% | – |
Download |
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% |