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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,145,038 | +17.9% | 16,293 | +6.5% | 0.18% | +6.4% |
| Q3 2023 | $971,020 | +122.2% | 15,294 | +133.3% | 0.17% | +32.3% |
| Q2 2023 | $436,938 | -50.3% | 6,555 | -53.5% | 0.13% | -13.9% |
| Q1 2023 | $878,551 | -38.5% | 14,093 | -37.5% | 0.15% | +51.0% |
| Q4 2022 | $1,428,251 | +6.3% | 22,560 | +4.0% | 0.10% | +2.0% |
| Q3 2022 | $1,344,000 | +1.5% | 21,689 | +0.3% | 0.10% | +6.5% |
| Q1 2022 | $1,324,000 | – | 21,626 | – | 0.09% | – |
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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% |