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 | $537,126 | -13.4% | 8,460 | -9.1% | 0.04% | -9.8% |
| Q2 2023 | $620,272 | +3.5% | 9,305 | -3.2% | 0.04% | +2.5% |
| Q1 2023 | $599,337 | +0.2% | 9,614 | -3.0% | 0.04% | -4.8% |
| Q4 2022 | $598,409 | +8.6% | 9,914 | -3.0% | 0.04% | +2.4% |
| Q3 2022 | $551,000 | -11.7% | 10,220 | -6.2% | 0.04% | -10.9% |
| Q2 2022 | $624,000 | -8.6% | 10,896 | +1.5% | 0.05% | +12.2% |
| Q1 2022 | $683,000 | -6.7% | 10,730 | -3.5% | 0.04% | -12.8% |
| Q4 2021 | $732,000 | +13.5% | 11,120 | +1.4% | 0.05% | +4.4% |
| Q3 2021 | $645,000 | -1.8% | 10,965 | -0.5% | 0.04% | +4.7% |
| Q2 2021 | $657,000 | +6.1% | 11,015 | +1.8% | 0.04% | -2.3% |
| Q1 2021 | $619,000 | +1.5% | 10,819 | -4.3% | 0.04% | -6.4% |
| Q4 2020 | $610,000 | +8.0% | 11,306 | -0.8% | 0.05% | -2.1% |
| Q3 2020 | $565,000 | -1.4% | 11,400 | -9.5% | 0.05% | -4.0% |
| Q2 2020 | $573,000 | -11.7% | 12,601 | -24.4% | 0.05% | -24.2% |
| Q1 2020 | $649,000 | -12.8% | 16,671 | +8.6% | 0.07% | +6.5% |
| Q4 2019 | $744,000 | +6.9% | 15,344 | -0.6% | 0.06% | 0.0% |
| Q3 2019 | $696,000 | +40.3% | 15,436 | +36.0% | 0.06% | +37.8% |
| Q2 2019 | $496,000 | +17.5% | 11,354 | +15.9% | 0.04% | +15.4% |
| Q1 2019 | $422,000 | +15.9% | 9,800 | +3.1% | 0.04% | 0.0% |
| Q4 2018 | $364,000 | -20.0% | 9,503 | -7.5% | 0.04% | -4.9% |
| Q3 2018 | $455,000 | +31.5% | 10,269 | +21.7% | 0.04% | +20.6% |
| Q2 2018 | $346,000 | +9.8% | 8,436 | +8.3% | 0.03% | +6.2% |
| Q1 2018 | $315,000 | -9.0% | 7,793 | -6.7% | 0.03% | 0.0% |
| Q4 2017 | $346,000 | +7.1% | 8,354 | -1.3% | 0.03% | 0.0% |
| Q3 2017 | $323,000 | +21.0% | 8,464 | +16.5% | 0.03% | +14.3% |
| Q2 2017 | $267,000 | +13.6% | 7,267 | +9.6% | 0.03% | +12.0% |
| Q1 2017 | $235,000 | – | 6,628 | – | 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% |