WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 499 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,180,524 | +12.8% | 361,057 | +10.1% | 0.20% | -9.5% |
| Q1 2024 | $24,988,325 | +22.3% | 327,974 | +12.8% | 0.22% | +9.4% |
| Q4 2023 | $20,429,428 | +24.6% | 290,686 | +12.6% | 0.20% | +10.3% |
| Q3 2023 | $16,392,869 | +239.8% | 258,196 | +256.7% | 0.18% | +234.5% |
| Q2 2023 | $4,824,712 | +14.4% | 72,378 | +7.0% | 0.06% | +5.8% |
| Q1 2023 | $4,215,613 | +4.9% | 67,623 | +1.6% | 0.05% | -3.7% |
| Q4 2022 | $4,017,417 | +16.2% | 66,558 | +3.8% | 0.05% | +1.9% |
| Q3 2022 | $3,458,000 | -12.9% | 64,147 | -7.3% | 0.05% | -11.7% |
| Q2 2022 | $3,968,000 | +3.4% | 69,235 | +14.6% | 0.06% | +13.2% |
| Q1 2022 | $3,836,000 | +8.6% | 60,398 | +12.6% | 0.05% | 0.0% |
| Q4 2021 | $3,532,000 | +30.0% | 53,624 | +16.4% | 0.05% | +17.8% |
| Q3 2021 | $2,717,000 | +18.5% | 46,071 | +19.9% | 0.04% | +7.1% |
| Q2 2021 | $2,293,000 | -6.7% | 38,419 | -10.7% | 0.04% | -20.8% |
| Q1 2021 | $2,458,000 | +11.4% | 43,018 | +5.1% | 0.05% | +1.9% |
| Q4 2020 | $2,206,000 | -53.7% | 40,921 | -57.5% | 0.05% | -31.6% |
| Q3 2020 | $4,768,000 | +389.0% | 96,277 | +350.1% | 0.08% | +171.4% |
| Q2 2020 | $975,000 | +50.9% | 21,389 | +29.3% | 0.03% | +47.4% |
| Q1 2020 | $646,000 | +24.0% | 16,546 | +54.8% | 0.02% | +58.3% |
| Q4 2019 | $521,000 | +129.5% | 10,686 | +114.4% | 0.01% | +33.3% |
| Q3 2019 | $227,000 | – | 4,985 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |