WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,822,222 | +2.2% | 154,705 | +7.3% | 4.95% | +7.6% |
| Q2 2023 | $9,610,736 | +9.2% | 144,175 | +2.2% | 4.60% | +1.1% |
| Q1 2023 | $8,797,632 | +4.7% | 141,123 | +1.4% | 4.55% | +8.0% |
| Q4 2022 | $8,402,221 | +20.9% | 139,202 | +8.0% | 4.22% | +7.7% |
| Q3 2022 | $6,949,000 | -3.1% | 128,902 | +3.0% | 3.91% | +5.7% |
| Q2 2022 | $7,169,000 | -13.6% | 125,092 | -4.0% | 3.70% | -8.8% |
| Q1 2022 | $8,299,000 | -3.1% | 130,345 | +0.3% | 4.06% | -0.8% |
| Q4 2021 | $8,562,000 | +13.6% | 129,998 | +1.5% | 4.09% | +2.2% |
| Q3 2021 | $7,535,000 | +4.0% | 128,063 | +5.4% | 4.00% | -0.4% |
| Q2 2021 | $7,247,000 | +10.2% | 121,455 | +5.6% | 4.02% | -1.3% |
| Q1 2021 | $6,575,000 | +10.7% | 114,960 | +4.5% | 4.07% | +2.9% |
| Q4 2020 | $5,937,000 | +21.5% | 110,028 | +11.6% | 3.96% | -0.4% |
| Q3 2020 | $4,887,000 | +13.2% | 98,590 | +3.8% | 3.97% | +13.9% |
| Q2 2020 | $4,319,000 | +24.9% | 94,951 | +6.9% | 3.49% | -1.6% |
| Q1 2020 | $3,457,000 | -10.1% | 88,835 | +11.9% | 3.54% | +14.3% |
| Q4 2019 | $3,846,000 | – | 79,356 | – | 3.10% | – |
Download | ||||||
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% |