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 | $8,342 | +191.0% | 131,390 | +205.5% | 0.05% | +183.3% |
Q2 2023 | $2,867 | +475.7% | 43,006 | +438.3% | 0.02% | +500.0% |
Q1 2023 | $498 | +130.6% | 7,989 | +122.7% | 0.00% | +50.0% |
Q4 2022 | $216 | -99.9% | 3,587 | -18.3% | 0.00% | 0.0% |
Q3 2022 | $237,000 | -43.0% | 4,392 | -39.4% | 0.00% | -33.3% |
Q2 2022 | $416,000 | +183.0% | 7,252 | +215.0% | 0.00% | +200.0% |
Q1 2022 | $147,000 | +113.0% | 2,302 | +118.2% | 0.00% | – |
Q4 2021 | $69,000 | +283.3% | 1,055 | +258.8% | 0.00% | – |
Q2 2021 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q1 2021 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q4 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q3 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q2 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q1 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q4 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q3 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q2 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q1 2019 | $18,000 | -81.1% | 294 | -88.1% | 0.00% | -100.0% |
Q4 2018 | $95,000 | 0.0% | 2,468 | +15.1% | 0.00% | 0.0% |
Q3 2018 | $95,000 | – | 2,144 | – | 0.00% | – |
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% |