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 | $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% | – |
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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% |