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 | $486,599 | +9.2% | 7,664 | +14.7% | 0.00% | +33.3% |
| Q2 2023 | $445,557 | +6.9% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $416,692 | +3.3% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $403,458 | -2.5% | 6,684 | -13.0% | 0.00% | 0.0% |
| Q3 2022 | $414,000 | -9.2% | 7,684 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $456,000 | -10.1% | 7,960 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | -3.2% | 7,962 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $524,000 | +10.1% | 7,960 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | +0.2% | 8,086 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $475,000 | -9.0% | 7,960 | -12.8% | 0.00% | -25.0% |
| Q1 2021 | $522,000 | +20.8% | 9,131 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $432,000 | +107.7% | 8,006 | +49.4% | 0.00% | +33.3% |
| Q1 2020 | $208,000 | -0.5% | 5,357 | +24.3% | 0.00% | +50.0% |
| Q4 2019 | $209,000 | – | 4,311 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |