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 | $14,991,875 | +39.1% | 236,130 | +46.0% | 0.02% | +38.9% |
| Q2 2023 | $10,780,023 | +2.5% | 161,717 | -4.2% | 0.02% | 0.0% |
| Q1 2023 | $10,521,020 | +10.0% | 168,768 | +6.5% | 0.02% | +5.9% |
| Q4 2022 | $9,565,415 | -52.9% | 158,473 | -57.9% | 0.02% | -56.4% |
| Q3 2022 | $20,288,000 | -12.9% | 376,336 | -7.4% | 0.04% | -9.3% |
| Q2 2022 | $23,302,000 | +3.1% | 406,596 | +14.6% | 0.04% | +19.4% |
| Q1 2022 | $22,594,000 | -7.4% | 354,874 | -4.2% | 0.04% | -2.7% |
| Q4 2021 | $24,394,000 | +4.8% | 370,394 | -6.4% | 0.04% | -2.6% |
| Q3 2021 | $23,273,000 | +1.1% | 395,536 | +2.5% | 0.04% | 0.0% |
| Q2 2021 | $23,026,000 | +23.5% | 385,886 | +18.3% | 0.04% | +18.8% |
| Q1 2021 | $18,648,000 | +10.8% | 326,081 | +4.6% | 0.03% | 0.0% |
| Q4 2020 | $16,826,000 | +10.7% | 311,826 | +1.7% | 0.03% | -3.0% |
| Q3 2020 | $15,194,000 | +29.1% | 306,511 | +18.4% | 0.03% | +26.9% |
| Q2 2020 | $11,772,000 | +22.4% | 258,787 | +4.7% | 0.03% | +4.0% |
| Q1 2020 | $9,617,000 | -2.1% | 247,159 | +21.9% | 0.02% | +25.0% |
| Q4 2019 | $9,824,000 | – | 202,685 | – | 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% |