WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,210,429 | -6.0% | 176,570 | -1.3% | 0.02% | +14.3% |
Q2 2023 | $11,920,807 | +1.1% | 178,830 | -5.4% | 0.01% | -17.6% |
Q1 2023 | $11,788,494 | +1.6% | 189,100 | -1.7% | 0.02% | -10.5% |
Q4 2022 | $11,608,435 | +9.1% | 192,320 | -2.6% | 0.02% | -5.0% |
Q3 2022 | $10,641,000 | -11.8% | 197,380 | -6.3% | 0.02% | -4.8% |
Q2 2022 | $12,066,000 | -13.1% | 210,540 | -3.5% | 0.02% | +5.0% |
Q1 2022 | $13,888,000 | +24.7% | 218,120 | +1.9% | 0.02% | 0.0% |
Q4 2021 | $11,138,000 | +13.5% | 213,950 | +2.9% | 0.02% | +11.1% |
Q3 2021 | $9,813,000 | +7.6% | 208,000 | +9.4% | 0.02% | 0.0% |
Q2 2021 | $9,123,000 | +8.0% | 190,120 | +2.4% | 0.02% | 0.0% |
Q1 2021 | $8,445,000 | +11.3% | 185,690 | +3.0% | 0.02% | 0.0% |
Q4 2020 | $7,588,000 | +14.0% | 180,250 | 0.0% | 0.02% | +5.9% |
Q3 2020 | $6,658,000 | +1.8% | 180,250 | -9.0% | 0.02% | -15.0% |
Q2 2020 | $6,540,000 | +16.5% | 198,050 | -1.0% | 0.02% | 0.0% |
Q1 2020 | $5,613,000 | – | 199,950 | – | 0.02% | – |
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% |