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 | $5,001,414 | +25.7% | 78,774 | +32.0% | 0.09% | +23.6% |
| Q2 2023 | $3,978,279 | +19.3% | 59,680 | +11.5% | 0.07% | +14.3% |
| Q1 2023 | $3,335,624 | +21.6% | 53,507 | +17.8% | 0.06% | +12.5% |
| Q4 2022 | $2,742,852 | +6.9% | 45,441 | -4.5% | 0.06% | -1.8% |
| Q3 2022 | $2,565,000 | +90.1% | 47,583 | +102.2% | 0.06% | +103.6% |
| Q2 2022 | $1,349,000 | -67.5% | 23,534 | -75.6% | 0.03% | -84.1% |
| Q1 2019 | $4,157,000 | +671.2% | 96,541 | +586.2% | 0.18% | +633.3% |
| Q4 2018 | $539,000 | -23.2% | 14,068 | -11.2% | 0.02% | -14.3% |
| Q3 2018 | $702,000 | +6.7% | 15,846 | -1.3% | 0.03% | -3.4% |
| Q2 2018 | $658,000 | – | 16,049 | – | 0.03% | – |
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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% |