WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,495,682 | -4.8% | 39,308 | 0.0% | 0.66% | -3.2% |
| Q2 2023 | $2,620,289 | -1.5% | 39,308 | -7.9% | 0.68% | -7.2% |
| Q1 2023 | $2,660,875 | +3.3% | 42,683 | 0.0% | 0.74% | -2.8% |
| Q4 2022 | $2,576,362 | +10.7% | 42,683 | -1.1% | 0.76% | +2.2% |
| Q3 2022 | $2,327,000 | -7.7% | 43,169 | -1.9% | 0.74% | -6.3% |
| Q2 2022 | $2,522,000 | -10.0% | 44,014 | +0.0% | 0.79% | +5.3% |
| Q1 2022 | $2,802,000 | -4.4% | 44,004 | -1.1% | 0.75% | -38.3% |
| Q4 2021 | $2,931,000 | – | 44,497 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |