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 | $307 | -5.0% | 4,836 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $323 | +26.2% | 4,836 | +17.8% | 0.03% | +16.7% |
| Q1 2023 | $256 | +3.2% | 4,107 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $248 | -99.9% | 4,107 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $222,000 | +18.7% | 4,107 | +25.9% | 0.02% | -14.3% |
| Q2 2022 | $187,000 | -12.6% | 3,263 | -3.4% | 0.03% | +16.7% |
| Q1 2022 | $214,000 | +262.7% | 3,378 | +275.3% | 0.02% | +242.9% |
| Q4 2021 | $59,000 | +11.3% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -1.9% | 900 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $54,000 | +5.9% | 900 | 0.0% | 0.01% | -33.3% |
| Q1 2021 | $51,000 | +4.1% | 900 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $49,000 | +8.9% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $45,000 | +9.8% | 900 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $41,000 | -87.0% | 900 | -88.9% | 0.01% | -88.3% |
| Q1 2020 | $315,000 | +615.9% | 8,104 | +800.4% | 0.09% | +683.3% |
| Q4 2019 | $44,000 | +7.3% | 900 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $41,000 | +5.1% | 900 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $39,000 | 0.0% | 900 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $39,000 | +14.7% | 900 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,000 | -15.0% | 900 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $40,000 | +8.1% | 900 | 0.0% | 0.02% | +15.4% |
| Q2 2018 | $37,000 | +2.8% | 900 | 0.0% | 0.01% | -27.8% |
| Q1 2018 | $36,000 | – | 900 | – | 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% |