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 | $150,579,000 | -0.6% | 2,371,850 | +4.3% | 0.28% | -5.0% |
| Q2 2023 | $151,536,000 | +8.6% | 2,273,323 | +1.6% | 0.30% | -2.0% |
| Q1 2023 | $139,511,000 | -0.7% | 2,238,287 | -3.8% | 0.30% | -5.3% |
| Q4 2022 | $140,501,000 | +17.7% | 2,327,525 | +5.1% | 0.32% | +0.3% |
| Q3 2022 | $119,374,000 | -6.4% | 2,214,248 | -0.5% | 0.32% | -3.0% |
| Q2 2022 | $127,554,000 | -2.6% | 2,225,755 | +8.3% | 0.33% | +13.0% |
| Q1 2022 | $130,914,000 | -2.0% | 2,056,027 | +1.3% | 0.29% | -0.3% |
| Q4 2021 | $133,607,000 | +77.4% | 2,028,768 | +58.5% | 0.29% | +45.0% |
| Q3 2021 | $75,323,000 | -2.7% | 1,280,149 | -1.3% | 0.20% | -9.8% |
| Q2 2021 | $77,389,000 | -2.4% | 1,297,057 | -6.4% | 0.22% | -10.4% |
| Q1 2021 | $79,267,000 | +20.9% | 1,386,153 | +4.8% | 0.25% | -21.1% |
| Q3 2020 | $65,571,000 | +13.1% | 1,323,175 | +3.9% | 0.32% | +0.3% |
| Q2 2020 | $57,953,000 | +51.4% | 1,273,827 | +29.5% | 0.32% | +27.4% |
| Q1 2020 | $38,279,000 | -5.1% | 984,000 | +18.2% | 0.25% | +4.2% |
| Q4 2019 | $40,339,000 | +7.4% | 832,420 | -0.1% | 0.24% | +16.1% |
| Q3 2019 | $37,567,000 | +11.7% | 833,021 | +8.1% | 0.20% | +2.5% |
| Q2 2019 | $33,620,000 | +1.7% | 770,344 | +0.3% | 0.20% | -9.5% |
| Q1 2019 | $33,050,000 | +12.8% | 767,731 | +0.4% | 0.22% | -1.8% |
| Q4 2018 | $29,293,000 | -18.1% | 764,481 | -5.2% | 0.22% | -12.8% |
| Q3 2018 | $35,752,000 | +20.0% | 806,727 | +11.0% | 0.26% | +10.7% |
| Q2 2018 | $29,799,000 | +7.9% | 726,730 | +6.2% | 0.23% | +0.9% |
| Q1 2018 | $27,616,000 | +6.9% | 684,323 | +9.8% | 0.23% | +9.0% |
| Q4 2017 | $25,826,000 | +7.9% | 623,494 | -0.6% | 0.21% | +3.9% |
| Q3 2017 | $23,926,000 | +6.0% | 627,097 | +2.1% | 0.20% | +1.0% |
| Q2 2017 | $22,579,000 | +0.9% | 613,940 | -2.7% | 0.20% | -5.6% |
| Q1 2017 | $22,388,000 | +11.4% | 630,839 | +4.4% | 0.21% | -1.8% |
| Q4 2016 | $20,101,000 | +5.7% | 604,227 | +2.6% | 0.22% | -0.9% |
| Q3 2016 | $19,013,000 | +4.4% | 588,866 | +2.1% | 0.22% | -4.3% |
| Q2 2016 | $18,209,000 | +11.9% | 576,646 | +10.9% | 0.23% | +334.0% |
| Q1 2016 | $16,266,000 | -8.2% | 520,168 | -10.9% | 0.05% | -74.8% |
| Q4 2015 | $17,716,000 | +20.9% | 583,706 | +14.0% | 0.21% | +8.2% |
| Q3 2015 | $14,657,000 | +1180.1% | 512,100 | +1288.0% | 0.19% | +977.8% |
| Q2 2015 | $1,145,000 | – | 36,895 | – | 0.02% | – |
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% |