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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $758,457 | +151.1% | 11,378 | +103.3% | 0.02% | +425.0% |
| Q4 2020 | $302,000 | -60.6% | 5,596 | -63.8% | 0.00% | -71.4% |
| Q3 2020 | $766,000 | -31.1% | 15,450 | -36.7% | 0.01% | -36.4% |
| Q2 2020 | $1,111,000 | -74.3% | 24,417 | -78.0% | 0.02% | -83.5% |
| Q1 2020 | $4,326,000 | +222.8% | 111,180 | +302.2% | 0.13% | +224.4% |
| Q4 2019 | $1,340,000 | +28.1% | 27,640 | +19.2% | 0.04% | -4.7% |
| Q3 2019 | $1,046,000 | +19.0% | 23,191 | +15.2% | 0.04% | +13.2% |
| Q2 2019 | $879,000 | +144.8% | 20,127 | +141.2% | 0.04% | +81.0% |
| Q1 2019 | $359,000 | – | 8,345 | – | 0.02% | – |
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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% |