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 | $311,418 | -4.8% | 4,905 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $326,967 | +6.9% | 4,905 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $305,777 | +1.8% | 4,905 | -1.4% | 0.03% | -3.7% |
| Q4 2022 | $300,291 | +12.0% | 4,975 | 0.0% | 0.03% | +8.0% |
| Q3 2022 | $268,000 | -6.0% | 4,975 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $285,000 | -12.6% | 4,975 | -2.9% | 0.03% | +4.0% |
| Q1 2022 | $326,000 | -3.6% | 5,125 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $338,000 | +11.9% | 5,125 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $302,000 | -1.3% | 5,125 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $306,000 | +2.7% | 5,125 | -1.5% | 0.03% | -3.7% |
| Q1 2021 | $298,000 | +6.0% | 5,205 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $281,000 | +8.1% | 5,205 | -1.0% | 0.03% | 0.0% |
| Q3 2020 | $260,000 | +8.8% | 5,255 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $239,000 | +17.2% | 5,255 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $204,000 | -20.6% | 5,255 | -0.9% | 0.03% | -3.7% |
| Q4 2019 | $257,000 | +6.2% | 5,305 | -1.1% | 0.03% | 0.0% |
| Q3 2019 | $242,000 | +3.4% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $234,000 | +1.3% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $231,000 | +12.1% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $206,000 | -17.6% | 5,365 | -4.8% | 0.03% | -3.6% |
| Q3 2018 | $250,000 | +5.9% | 5,635 | -2.1% | 0.03% | 0.0% |
| Q2 2018 | $236,000 | +1.7% | 5,755 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $232,000 | -2.5% | 5,755 | 0.0% | 0.03% | -3.6% |
| Q4 2017 | $238,000 | +7.2% | 5,755 | -1.1% | 0.03% | +3.7% |
| Q3 2017 | $222,000 | – | 5,820 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |