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 | $37,910,750 | -8.3% | 597,114 | -3.7% | 0.57% | -12.4% |
| Q2 2023 | $41,320,931 | +2.2% | 619,876 | -4.5% | 0.65% | -14.2% |
| Q1 2023 | $40,444,660 | +0.4% | 648,775 | -2.8% | 0.75% | -23.6% |
| Q4 2022 | $40,300,460 | +12.9% | 667,668 | +0.8% | 0.98% | -11.4% |
| Q3 2022 | $35,702,000 | -6.7% | 662,250 | -0.8% | 1.11% | -4.1% |
| Q2 2022 | $38,261,000 | -1.1% | 667,607 | +9.9% | 1.16% | -8.4% |
| Q1 2022 | $38,693,000 | +0.2% | 607,713 | +3.7% | 1.27% | +1.4% |
| Q4 2021 | $38,606,000 | +4.3% | 586,187 | -6.8% | 1.25% | -7.5% |
| Q3 2021 | $37,003,000 | -5.7% | 628,873 | -4.4% | 1.35% | -14.7% |
| Q2 2021 | $39,232,000 | -4.6% | 657,482 | -8.6% | 1.58% | -28.2% |
| Q1 2021 | $41,124,000 | -9.8% | 719,072 | -14.9% | 2.20% | -16.9% |
| Q4 2020 | $45,590,000 | -2.1% | 844,882 | -10.0% | 2.65% | -16.7% |
| Q3 2020 | $46,547,000 | -5.6% | 939,007 | -13.4% | 3.18% | -14.7% |
| Q2 2020 | $49,306,000 | +17.2% | 1,083,888 | +0.2% | 3.73% | -6.5% |
| Q1 2020 | $42,075,000 | – | 1,081,335 | – | 3.99% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |