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 | $11,745,274 | +0.6% | 184,994 | +5.6% | 8.40% | +1.9% |
| Q2 2023 | $11,680,807 | +13.6% | 175,230 | +5.9% | 8.24% | +5.0% |
| Q1 2023 | $10,282,711 | +40.3% | 165,503 | +36.3% | 7.85% | +26.4% |
| Q4 2022 | $7,329,203 | +19.6% | 121,425 | +10.8% | 6.21% | +16.0% |
| Q3 2022 | $6,130,000 | +0.6% | 109,632 | +4.9% | 5.35% | +3.7% |
| Q2 2022 | $6,091,000 | -6.2% | 104,510 | +1.2% | 5.16% | -2.6% |
| Q1 2022 | $6,495,000 | -6.8% | 103,229 | -2.4% | 5.30% | +1.1% |
| Q4 2021 | $6,967,000 | – | 105,783 | – | 5.24% | – |
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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% |