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 | $13,039,018 | +1.9% | 205,371 | +7.0% | 9.87% | +0.4% |
| Q2 2023 | $12,799,958 | +1.3% | 192,019 | -5.2% | 9.83% | -10.7% |
| Q1 2023 | $12,631,075 | +9.4% | 202,616 | +6.0% | 11.01% | +6.7% |
| Q4 2022 | $11,541,742 | +39.9% | 191,215 | +25.0% | 10.32% | +20.4% |
| Q3 2022 | $8,248,000 | -3.7% | 153,003 | +2.4% | 8.57% | -6.4% |
| Q2 2022 | $8,563,000 | – | 149,415 | – | 9.16% | – |
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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% |