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 | $368,877 | -68.7% | 5,810 | -67.1% | 0.00% | – |
| Q2 2023 | $1,176,882 | +1.9% | 17,655 | -4.7% | 0.00% | – |
| Q1 2023 | $1,154,474 | +260.9% | 18,519 | +249.4% | 0.00% | – |
| Q4 2022 | $319,908 | -37.5% | 5,300 | -44.2% | 0.00% | – |
| Q3 2022 | $512,000 | +62.5% | 9,500 | +72.7% | 0.00% | – |
| Q2 2022 | $315,000 | -22.6% | 5,500 | -14.1% | 0.00% | – |
| Q1 2022 | $407,000 | -72.6% | 6,400 | -74.6% | 0.00% | – |
| Q3 2021 | $1,484,000 | +252.5% | 25,220 | +196.8% | 0.00% | – |
| Q3 2020 | $421,000 | -16.6% | 8,496 | -23.5% | 0.00% | – |
| Q2 2020 | $505,000 | +125.4% | 11,111 | +139.9% | 0.00% | – |
| Q4 2019 | $224,000 | -38.8% | 4,631 | -43.8% | 0.00% | – |
| Q3 2018 | $366,000 | -23.4% | 8,245 | -29.2% | 0.00% | – |
| Q2 2018 | $478,000 | -12.3% | 11,650 | -24.2% | 0.00% | – |
| Q1 2017 | $545,000 | +26.5% | 15,364 | +8.2% | 0.00% | – |
| Q4 2015 | $431,000 | -63.3% | 14,205 | -65.3% | 0.00% | -100.0% |
| Q3 2015 | $1,173,000 | – | 40,945 | – | 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% |