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 | $17,655,666 | -6.8% | 278,086 | -2.1% | 0.28% | -5.6% |
| Q2 2023 | $18,944,454 | +3.6% | 284,195 | -3.1% | 0.30% | -4.7% |
| Q1 2023 | $18,286,812 | -0.2% | 293,340 | -3.4% | 0.32% | -5.1% |
| Q4 2022 | $18,321,853 | +11.6% | 303,543 | -0.3% | 0.33% | -4.3% |
| Q3 2022 | $16,411,000 | +30.0% | 304,411 | +38.2% | 0.35% | +34.7% |
| Q2 2022 | $12,622,000 | -5.0% | 220,235 | +5.5% | 0.26% | +5.3% |
| Q1 2022 | $13,293,000 | -3.4% | 208,775 | -0.1% | 0.25% | -11.2% |
| Q4 2021 | $13,758,000 | – | 208,905 | – | 0.28% | – |
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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% |