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 | $6 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $7 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $6 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | -81.5% | 100 | -83.6% | 0.00% | -100.0% |
| Q3 2019 | $27,000 | +575.0% | 609 | +509.0% | 0.00% | – |
| Q2 2019 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |