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 | $380,559 | -4.8% | 5,994 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $399,560 | +6.9% | 5,994 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $373,666 | +3.3% | 5,994 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $361,798 | +12.0% | 5,994 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $323,000 | -6.1% | 5,994 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $344,000 | -9.9% | 5,994 | 0.0% | 0.00% | +50.0% |
Q1 2022 | $382,000 | -3.3% | 5,994 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $395,000 | +17.9% | 5,994 | +5.3% | 0.00% | +50.0% |
Q3 2021 | $335,000 | -1.5% | 5,694 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $340,000 | +4.3% | 5,694 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $326,000 | +6.2% | 5,694 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $307,000 | +8.9% | 5,694 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $282,000 | -27.3% | 5,694 | -33.3% | 0.00% | -33.3% |
Q2 2020 | $388,000 | -73.5% | 8,533 | -77.4% | 0.00% | -81.2% |
Q1 2020 | $1,466,000 | -12.2% | 37,686 | +9.4% | 0.02% | +23.1% |
Q4 2019 | $1,670,000 | +7.5% | 34,449 | +0.0% | 0.01% | 0.0% |
Q3 2019 | $1,553,000 | +24.9% | 34,433 | +20.9% | 0.01% | +8.3% |
Q2 2019 | $1,243,000 | +4.4% | 28,484 | +3.0% | 0.01% | 0.0% |
Q1 2019 | $1,191,000 | +1.3% | 27,655 | -9.9% | 0.01% | -7.7% |
Q4 2018 | $1,176,000 | -3.8% | 30,686 | +11.2% | 0.01% | +18.2% |
Q3 2018 | $1,223,000 | +27.5% | 27,589 | +18.0% | 0.01% | +22.2% |
Q2 2018 | $959,000 | +2.6% | 23,387 | +0.9% | 0.01% | 0.0% |
Q1 2018 | $935,000 | – | 23,173 | – | 0.01% | – |
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% |