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 | $1,757,418 | -5.3% | 27,615 | -1.8% | 0.14% | -3.4% |
Q2 2023 | $1,855,934 | +6.0% | 28,133 | -1.1% | 0.15% | +2.8% |
Q1 2023 | $1,750,136 | -0.9% | 28,439 | -2.8% | 0.14% | -6.5% |
Q4 2022 | $1,765,288 | -8.8% | 29,246 | -17.3% | 0.15% | -16.8% |
Q3 2022 | $1,935,000 | -6.1% | 35,361 | -1.5% | 0.18% | -3.1% |
Q2 2022 | $2,061,000 | -20.1% | 35,887 | -10.4% | 0.19% | -14.7% |
Q1 2022 | $2,578,000 | – | 40,031 | – | 0.22% | – |
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% |