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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,175 | -4.8% | 7,500 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $499,950 | +6.9% | 7,500 | 0.0% | 0.11% | -5.2% |
| Q1 2023 | $467,550 | +3.3% | 7,500 | 0.0% | 0.12% | -11.5% |
| Q4 2022 | $452,700 | +12.1% | 7,500 | 0.0% | 0.13% | +31.3% |
| Q3 2022 | $404,000 | -6.0% | 7,500 | 0.0% | 0.10% | -2.0% |
| Q2 2022 | $430,000 | -17.6% | 7,500 | -8.5% | 0.10% | +13.5% |
| Q1 2022 | $522,000 | -3.3% | 8,200 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $540,000 | +12.0% | 8,200 | 0.0% | 0.09% | +20.5% |
| Q3 2021 | $482,000 | -1.4% | 8,200 | 0.0% | 0.07% | +9.0% |
| Q2 2021 | $489,000 | +4.3% | 8,200 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $469,000 | +6.1% | 8,200 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $442,000 | +8.9% | 8,200 | 0.0% | 0.07% | -6.8% |
| Q3 2020 | $406,000 | +8.8% | 8,200 | 0.0% | 0.07% | -6.4% |
| Q2 2020 | $373,000 | +16.9% | 8,200 | 0.0% | 0.08% | -11.4% |
| Q1 2020 | $319,000 | -30.7% | 8,200 | -13.7% | 0.09% | -5.4% |
| Q4 2019 | $460,000 | +7.5% | 9,500 | 0.0% | 0.09% | -13.9% |
| Q3 2019 | $428,000 | +3.1% | 9,500 | 0.0% | 0.11% | +18.7% |
| Q2 2019 | $415,000 | +1.5% | 9,500 | 0.0% | 0.09% | +2.2% |
| Q1 2019 | $409,000 | +6.8% | 9,500 | -5.0% | 0.09% | -16.0% |
| Q4 2018 | $383,000 | -13.5% | 10,000 | 0.0% | 0.11% | +24.7% |
| Q3 2018 | $443,000 | +8.0% | 10,000 | 0.0% | 0.08% | +2.4% |
| Q2 2018 | $410,000 | +1.5% | 10,000 | 0.0% | 0.08% | +2.5% |
| Q1 2018 | $404,000 | -2.4% | 10,000 | 0.0% | 0.08% | -3.6% |
| Q4 2017 | $414,000 | +8.4% | 10,000 | 0.0% | 0.08% | +9.1% |
| Q3 2017 | $382,000 | – | 10,000 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |