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 | $274,277 | -14.8% | 4,320 | -10.6% | 0.06% | -4.6% |
| Q2 2023 | $321,968 | +6.9% | 4,830 | 0.0% | 0.06% | +8.3% |
| Q1 2023 | $301,102 | +3.3% | 4,830 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $291,539 | -0.5% | 4,830 | -11.0% | 0.06% | -12.9% |
| Q3 2022 | $293,000 | -5.8% | 5,430 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $311,000 | -10.1% | 5,430 | 0.0% | 0.07% | +4.5% |
| Q1 2022 | $346,000 | -3.4% | 5,430 | 0.0% | 0.07% | -6.9% |
| Q4 2021 | $358,000 | +2.6% | 5,430 | -8.4% | 0.07% | -11.1% |
| Q3 2021 | $349,000 | -1.4% | 5,930 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $354,000 | -6.1% | 5,930 | -10.2% | 0.08% | -24.1% |
| Q1 2021 | $377,000 | +5.9% | 6,600 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $356,000 | -2.7% | 6,600 | -10.6% | 0.11% | -18.0% |
| Q3 2020 | $366,000 | +8.9% | 7,380 | 0.0% | 0.13% | -1.5% |
| Q2 2020 | $336,000 | – | 7,380 | – | 0.14% | – |
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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% |