WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,617 | +9.0% | 325 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $18,000 | -5.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -19.2% | 325 | -18.8% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $24,000 | +4.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | 0.0% | 400 | -11.1% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -18.2% | 450 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $22,000 | -31.2% | 450 | -35.7% | 0.01% | -33.3% |
| Q3 2019 | $32,000 | -53.6% | 700 | -55.6% | 0.01% | -52.6% |
| Q2 2019 | $69,000 | +1.5% | 1,575 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $68,000 | +13.3% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $60,000 | -14.3% | 1,575 | 0.0% | 0.02% | +11.1% |
| Q3 2018 | $70,000 | -32.0% | 1,575 | -37.0% | 0.02% | -37.9% |
| Q2 2018 | $103,000 | +2.0% | 2,500 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $101,000 | -2.9% | 2,500 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $104,000 | +9.5% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $95,000 | +3.3% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $92,000 | -25.8% | 2,500 | -28.6% | 0.03% | -25.6% |
| Q1 2017 | $124,000 | +6.9% | 3,500 | 0.0% | 0.04% | +2.6% |
| Q4 2016 | $116,000 | – | 3,500 | – | 0.04% | – |
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% |