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 | $646,577 | +11.3% | 9,810 | +12.8% | 0.00% | – |
| Q2 2023 | $580,725 | +25.0% | 8,700 | +14.9% | 0.00% | – |
| Q4 2022 | $464,514 | +16.1% | 7,574 | +14.2% | 0.00% | – |
| Q3 2022 | $400,000 | +172.1% | 6,635 | +165.4% | 0.00% | – |
| Q2 2022 | $147,000 | -8.7% | 2,500 | 0.0% | 0.00% | – |
| Q1 2022 | $161,000 | -2.4% | 2,500 | 0.0% | 0.00% | – |
| Q4 2021 | $165,000 | -54.9% | 2,500 | -59.0% | 0.00% | – |
| Q3 2021 | $366,000 | +145.6% | 6,100 | +144.0% | 0.00% | – |
| Q2 2021 | $149,000 | +893.3% | 2,500 | +551.0% | 0.00% | – |
| Q1 2018 | $15,000 | -6.2% | 384 | 0.0% | 0.00% | – |
| Q4 2017 | $16,000 | +6.7% | 384 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | -68.1% | 384 | -74.4% | 0.00% | – |
| Q1 2015 | $47,000 | -17.5% | 1,500 | -18.3% | 0.00% | – |
| Q4 2014 | $57,000 | 0.0% | 1,835 | -5.2% | 0.00% | – |
| Q3 2014 | $57,000 | – | 1,935 | – | 0.00% | – |
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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% |