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 | $210 | -4.5% | 3,300 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $220 | -7.2% | 3,300 | -13.2% | 0.04% | -8.3% |
| Q1 2023 | $237 | -4.0% | 3,800 | -7.3% | 0.05% | -11.1% |
| Q4 2022 | $247 | -99.9% | 4,100 | 0.0% | 0.05% | +3.8% |
| Q3 2022 | $221,000 | -16.3% | 4,100 | -10.9% | 0.05% | -13.3% |
| Q2 2022 | $264,000 | -9.9% | 4,600 | 0.0% | 0.06% | +7.1% |
| Q1 2022 | $293,000 | -3.3% | 4,600 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $303,000 | +11.8% | 4,600 | 0.0% | 0.06% | +5.8% |
| Q3 2021 | $271,000 | -1.1% | 4,600 | 0.0% | 0.05% | -3.7% |
| Q2 2021 | $274,000 | +4.2% | 4,600 | 0.0% | 0.05% | -6.9% |
| Q1 2021 | $263,000 | +6.0% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $248,000 | -10.8% | 4,600 | -17.9% | 0.06% | -23.7% |
| Q3 2020 | $278,000 | +9.0% | 5,600 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $255,000 | +17.0% | 5,600 | 0.0% | 0.08% | -4.9% |
| Q1 2020 | $218,000 | – | 5,600 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |