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 | $240,900 | -52.4% | 3,801 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $506,206 | +108.7% | 7,602 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $242,582 | -22.5% | 3,801 | -26.8% | 0.00% | -20.0% |
| Q4 2022 | $312,963 | +15.5% | 5,191 | +4.0% | 0.01% | 0.0% |
| Q3 2022 | $271,000 | -2.5% | 4,993 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $278,000 | -23.4% | 4,867 | -14.9% | 0.01% | 0.0% |
| Q1 2022 | $363,000 | +10.0% | 5,720 | +14.0% | 0.01% | 0.0% |
| Q4 2021 | $330,000 | +4.1% | 5,016 | -7.1% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | -48.0% | 5,400 | -47.4% | 0.01% | -37.5% |
| Q2 2021 | $610,000 | +140.2% | 10,258 | +130.7% | 0.01% | +14.3% |
| Q1 2021 | $254,000 | – | 4,447 | – | 0.01% | – |
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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% |