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 | $2,489 | -10.2% | 39,198 | -5.7% | 0.04% | -11.4% |
| Q2 2023 | $2,771 | -10.6% | 41,564 | -16.4% | 0.04% | -17.0% |
| Q1 2023 | $3,100 | -99.9% | 49,728 | +3.6% | 0.05% | +3.9% |
| Q4 2022 | $2,898,000 | -99.9% | 48,013 | -3.8% | 0.05% | -5.6% |
| Q3 2022 | $2,691,000,000 | +93990.9% | 49,925 | +0.1% | 0.05% | -1.8% |
| Q2 2022 | $2,860,000 | -4.1% | 49,900 | +6.6% | 0.06% | +5.8% |
| Q1 2022 | $2,982,000 | -99.9% | 46,832 | -16.6% | 0.05% | -20.0% |
| Q4 2021 | $3,697,000,000 | +113061.9% | 56,128 | +1.1% | 0.06% | -1.5% |
| Q3 2021 | $3,267,000 | +82.2% | 55,529 | +84.8% | 0.07% | +73.7% |
| Q2 2021 | $1,793,000 | +37.3% | 30,055 | +31.7% | 0.04% | +18.8% |
| Q1 2021 | $1,306,000 | -51.0% | 22,828 | -53.8% | 0.03% | -56.8% |
| Q4 2020 | $2,667,000 | +6.8% | 49,433 | -1.9% | 0.07% | -11.9% |
| Q3 2020 | $2,497,000 | +8.9% | 50,370 | -0.0% | 0.08% | -3.4% |
| Q2 2020 | $2,292,000 | +16.8% | 50,376 | -0.2% | 0.09% | -47.9% |
| Q1 2020 | $1,963,000 | – | 50,462 | – | 0.17% | – |
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% |