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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,556,837 | -9.8% | 71,772 | -5.3% | 0.48% | -7.0% |
| Q2 2023 | $5,049,498 | +643.8% | 75,750 | +627.9% | 0.51% | +1252.6% |
| Q1 2023 | $678,865 | -5.8% | 10,406 | -12.9% | 0.04% | +18.8% |
| Q4 2022 | $720,869 | +197.9% | 11,943 | +166.1% | 0.03% | +128.6% |
| Q3 2022 | $242,000 | +14.7% | 4,488 | +23.2% | 0.01% | -26.3% |
| Q2 2022 | $211,000 | -71.6% | 3,644 | -68.8% | 0.02% | -54.8% |
| Q1 2022 | $743,000 | +197.2% | 11,669 | +207.6% | 0.04% | +100.0% |
| Q4 2021 | $250,000 | -96.4% | 3,794 | -96.9% | 0.02% | -96.2% |
| Q1 2021 | $6,970,000 | +3385.0% | 121,866 | +3181.3% | 0.56% | +2994.4% |
| Q4 2020 | $200,000 | – | 3,714 | – | 0.02% | – |
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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% |