WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $970,381 | -6.9% | 15,284 | -2.2% | 0.00% | – |
Q2 2023 | $1,041,896 | +16.0% | 15,630 | +8.5% | 0.00% | – |
Q1 2023 | $898,257 | +3.3% | 14,409 | 0.0% | 0.00% | – |
Q4 2022 | $869,727 | +11.9% | 14,409 | 0.0% | 0.00% | – |
Q3 2022 | $777,000 | -7.2% | 14,409 | -1.4% | 0.00% | – |
Q2 2022 | $837,000 | -10.0% | 14,612 | 0.0% | 0.00% | – |
Q1 2022 | $930,000 | +1.5% | 14,612 | +5.1% | 0.00% | – |
Q4 2021 | $916,000 | +67.5% | 13,904 | +49.7% | 0.00% | – |
Q3 2021 | $547,000 | -15.6% | 9,289 | -14.4% | 0.00% | – |
Q2 2021 | $648,000 | +2.9% | 10,856 | -1.5% | 0.00% | – |
Q1 2021 | $630,000 | +117.2% | 11,016 | +104.7% | 0.00% | – |
Q4 2020 | $290,000 | – | 5,382 | – | 0.00% | – |
Download |
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% |