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 | $449,509 | -0.5% | 7,080 | +4.4% | 0.00% | 0.0% |
| Q2 2023 | $451,888 | -17.2% | 6,779 | -22.6% | 0.00% | -33.3% |
| Q1 2023 | $546,036 | -8.1% | 8,759 | -11.1% | 0.00% | 0.0% |
| Q4 2022 | $594,425 | -1.4% | 9,848 | -12.0% | 0.00% | 0.0% |
| Q3 2022 | $603,000 | +13.3% | 11,193 | +20.5% | 0.00% | 0.0% |
| Q2 2022 | $532,000 | -22.8% | 9,286 | -14.2% | 0.00% | 0.0% |
| Q1 2022 | $689,000 | +18.2% | 10,823 | +22.2% | 0.00% | +50.0% |
| Q4 2021 | $583,000 | +11.7% | 8,857 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $522,000 | -1.1% | 8,869 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $528,000 | +4.1% | 8,857 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $507,000 | -23.5% | 8,857 | -27.9% | 0.00% | -33.3% |
| Q4 2020 | $663,000 | +87.8% | 12,290 | +72.8% | 0.00% | +50.0% |
| Q3 2020 | $353,000 | +17.3% | 7,113 | +7.6% | 0.00% | 0.0% |
| Q2 2020 | $301,000 | +30.9% | 6,613 | +11.8% | 0.00% | 0.0% |
| Q1 2020 | $230,000 | -19.9% | 5,913 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $287,000 | +7.5% | 5,913 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $267,000 | +3.5% | 5,913 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $258,000 | +1.2% | 5,913 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $255,000 | +9.9% | 5,913 | -2.2% | 0.00% | 0.0% |
| Q4 2018 | $232,000 | -11.5% | 6,046 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $262,000 | +8.3% | 5,913 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $242,000 | +152.1% | 5,913 | +148.8% | 0.00% | +100.0% |
| Q1 2018 | $96,000 | -54.9% | 2,377 | -53.8% | 0.00% | 0.0% |
| Q4 2017 | $213,000 | +55.5% | 5,150 | +42.9% | 0.00% | 0.0% |
| Q3 2017 | $137,000 | +45.7% | 3,603 | +40.6% | 0.00% | 0.0% |
| Q2 2017 | $94,000 | +3.3% | 2,563 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $91,000 | +7.1% | 2,563 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $85,000 | – | 2,563 | – | 0.00% | – |
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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% |