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 | $2,053,917 | +75.5% | 32,350 | +84.3% | 0.14% | +88.3% |
| Q2 2023 | $1,170,141 | -75.4% | 17,554 | -77.0% | 0.08% | -70.5% |
| Q1 2023 | $4,751,222 | +3.9% | 76,215 | +0.6% | 0.26% | -12.4% |
| Q4 2022 | $4,571,263 | +10.9% | 75,733 | -1.0% | 0.30% | 0.0% |
| Q3 2022 | $4,122,000 | -84.4% | 76,467 | -83.4% | 0.30% | -84.1% |
| Q2 2022 | $26,462,000 | -4.5% | 461,739 | +6.1% | 1.87% | +10.4% |
| Q1 2022 | $27,702,000 | +3840.5% | 435,085 | +3975.0% | 1.70% | +3756.8% |
| Q4 2021 | $703,000 | – | 10,677 | – | 0.04% | – |
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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% |