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 | $209 | -17.1% | 3,287 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $252 | -53.8% | 3,783 | -56.8% | 0.00% | -50.0% |
| Q1 2023 | $546 | +6.6% | 8,755 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $512 | -99.8% | 8,480 | +90.1% | 0.00% | +100.0% |
| Q2 2022 | $256,000 | -9.9% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | -3.4% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $294,000 | -9.3% | 4,460 | -19.1% | 0.00% | 0.0% |
| Q3 2021 | $324,000 | -0.9% | 5,510 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +4.5% | 5,480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | +15.5% | 5,480 | +9.0% | 0.00% | 0.0% |
| Q4 2020 | $271,000 | +8.8% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +8.7% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -10.5% | 5,026 | -23.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | +13.8% | 6,576 | +42.0% | 0.00% | 0.0% |
| Q4 2019 | $225,000 | – | 4,632 | – | 0.00% | – |
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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% |