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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $21,932 | -11.5% | 352 | -14.1% | 0.00% | – |
Q4 2022 | $24,769 | +12.6% | 410 | +0.5% | 0.00% | – |
Q3 2022 | $22,000 | 0.0% | 408 | +7.9% | 0.00% | – |
Q2 2022 | $22,000 | -8.3% | 378 | +0.5% | 0.00% | – |
Q1 2022 | $24,000 | +200.0% | 376 | +191.5% | 0.00% | – |
Q4 2021 | $8,000 | 0.0% | 129 | -0.8% | 0.00% | – |
Q3 2021 | $8,000 | +100.0% | 130 | +116.7% | 0.00% | – |
Q2 2021 | $4,000 | -75.0% | 60 | -78.1% | 0.00% | – |
Q1 2021 | $16,000 | +6.7% | 274 | 0.0% | 0.00% | – |
Q4 2020 | $15,000 | +7.1% | 274 | 0.0% | 0.00% | – |
Q3 2020 | $14,000 | +16.7% | 274 | 0.0% | 0.00% | – |
Q2 2020 | $12,000 | -42.9% | 274 | -49.9% | 0.00% | -100.0% |
Q1 2020 | $21,000 | -22.2% | 547 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $27,000 | +170.0% | 547 | +155.6% | 0.00% | – |
Q3 2019 | $10,000 | -56.5% | 214 | -59.8% | 0.00% | -100.0% |
Q2 2019 | $23,000 | -89.4% | 532 | -89.4% | 0.00% | -88.9% |
Q1 2019 | $216,000 | +16.8% | 5,011 | +3.6% | 0.01% | 0.0% |
Q4 2018 | $185,000 | -13.1% | 4,836 | +0.5% | 0.01% | -10.0% |
Q3 2018 | $213,000 | +7.6% | 4,810 | -0.3% | 0.01% | +11.1% |
Q2 2018 | $198,000 | +1423.1% | 4,825 | +1353.3% | 0.01% | +800.0% |
Q1 2018 | $13,000 | +18.2% | 332 | +14.9% | 0.00% | 0.0% |
Q3 2017 | $11,000 | – | 289 | – | 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% |