WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |