WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,378 | -3.5% | 273,716 | +1.4% | 2.45% | +1.8% |
| Q2 2023 | $18,002 | +7.3% | 270,057 | +0.3% | 2.41% | +3.4% |
| Q1 2023 | $16,783 | +3.5% | 269,215 | +0.2% | 2.33% | -0.9% |
| Q4 2022 | $16,214 | -99.9% | 268,619 | +3.7% | 2.35% | +10.0% |
| Q3 2022 | $13,965,000 | -10.9% | 259,037 | -5.3% | 2.14% | -6.0% |
| Q2 2022 | $15,673,000 | -8.9% | 273,482 | +1.2% | 2.27% | -0.0% |
| Q1 2022 | $17,213,000 | -0.6% | 270,347 | +2.8% | 2.27% | -1.5% |
| Q4 2021 | $17,320,000 | +14.8% | 262,987 | +2.6% | 2.31% | +1.5% |
| Q3 2021 | $15,083,000 | -1.3% | 256,337 | +0.1% | 2.27% | -2.4% |
| Q2 2021 | $15,278,000 | +4.6% | 256,035 | +0.3% | 2.33% | -1.6% |
| Q1 2021 | $14,600,000 | +6.2% | 255,282 | +0.2% | 2.37% | +2.3% |
| Q4 2020 | $13,742,000 | +9.0% | 254,675 | +0.2% | 2.32% | -5.3% |
| Q3 2020 | $12,603,000 | +25.0% | 254,250 | +14.7% | 2.44% | +18.2% |
| Q2 2020 | $10,081,000 | +16.2% | 221,613 | -0.6% | 2.07% | -3.4% |
| Q1 2020 | $8,675,000 | -18.8% | 222,948 | +1.1% | 2.14% | +1.4% |
| Q4 2019 | $10,684,000 | +11.7% | 220,422 | +3.9% | 2.11% | +3.8% |
| Q3 2019 | $9,564,000 | +14.1% | 212,101 | +10.4% | 2.03% | +6.3% |
| Q2 2019 | $8,385,000 | +4.9% | 192,093 | +3.5% | 1.91% | +4.2% |
| Q1 2019 | $7,994,000 | +27.1% | 185,658 | +13.1% | 1.83% | +11.3% |
| Q4 2018 | $6,292,000 | -6.4% | 164,152 | +8.2% | 1.65% | +7.4% |
| Q3 2018 | $6,724,000 | +12.8% | 151,673 | +4.4% | 1.54% | +6.8% |
| Q2 2018 | $5,960,000 | +6.5% | 145,340 | +4.8% | 1.44% | +11.3% |
| Q1 2018 | $5,595,000 | -1.5% | 138,633 | +1.1% | 1.29% | +0.5% |
| Q4 2017 | $5,682,000 | +14.0% | 137,142 | +5.0% | 1.28% | +7.9% |
| Q3 2017 | $4,985,000 | +11.9% | 130,642 | +7.9% | 1.19% | +4.8% |
| Q2 2017 | $4,453,000 | +7.0% | 121,071 | +3.3% | 1.14% | +6.3% |
| Q1 2017 | $4,160,000 | +35.9% | 117,235 | +27.5% | 1.07% | +26.4% |
| Q4 2016 | $3,060,000 | +21.6% | 91,985 | +15.5% | 0.85% | +16.2% |
| Q2 2016 | $2,516,000 | +38.0% | 79,655 | +36.6% | 0.73% | +26.0% |
| Q1 2016 | $1,823,000 | +26.6% | 58,295 | +22.9% | 0.58% | +13.6% |
| Q4 2015 | $1,440,000 | – | 47,445 | – | 0.51% | – |
Download | ||||||
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% |