WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,122,551 | +5.8% | 17,932 | +14.3% | 0.06% | +10.9% |
| Q2 2023 | $1,060,918 | +23.5% | 15,694 | +15.1% | 0.06% | +10.0% |
| Q1 2023 | $859,006 | +3.2% | 13,633 | +3.4% | 0.05% | -2.0% |
| Q4 2022 | $832,749 | +7.6% | 13,183 | +1.4% | 0.05% | -7.3% |
| Q3 2022 | $774,000 | +6.0% | 13,005 | +8.2% | 0.06% | +3.8% |
| Q2 2022 | $730,000 | +2.5% | 12,017 | -0.3% | 0.05% | -1.9% |
| Q1 2022 | $712,000 | -14.0% | 12,053 | -9.4% | 0.05% | -8.5% |
| Q4 2021 | $828,000 | +12.7% | 13,307 | +14.7% | 0.06% | +13.5% |
| Q3 2021 | $735,000 | -40.5% | 11,606 | -42.5% | 0.05% | +13.0% |
| Q2 2021 | $1,236,000 | +94.3% | 20,172 | +86.5% | 0.05% | -11.5% |
| Q1 2021 | $636,000 | +12.6% | 10,818 | +4.5% | 0.05% | -3.7% |
| Q4 2020 | $565,000 | -4.1% | 10,349 | -13.2% | 0.05% | -22.9% |
| Q3 2020 | $589,000 | +11.8% | 11,921 | +7.0% | 0.07% | +6.1% |
| Q2 2020 | $527,000 | +25.8% | 11,142 | +14.1% | 0.07% | +1.5% |
| Q1 2020 | $419,000 | +516.2% | 9,764 | +480.2% | 0.06% | +550.0% |
| Q3 2018 | $68,000 | 0.0% | 1,683 | +2.1% | 0.01% | -9.1% |
| Q2 2018 | $68,000 | +3.0% | 1,648 | +1.5% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | +1.5% | 1,623 | +3.4% | 0.01% | 0.0% |
| Q4 2017 | $65,000 | +8.3% | 1,570 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $60,000 | +100.0% | 1,570 | +83.8% | 0.01% | +25.0% |
| Q1 2017 | $30,000 | +7.1% | 854 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $28,000 | 0.0% | 854 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $28,000 | +3.7% | 854 | 0.0% | 0.01% | -15.4% |
| Q2 2016 | $27,000 | – | 854 | – | 0.01% | – |
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% |