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 | $259 | -4.8% | 4,078 | 0.0% | 0.04% | -2.4% |
Q2 2023 | $272 | +7.1% | 4,078 | 0.0% | 0.04% | -2.4% |
Q1 2023 | $254 | +3.3% | 4,078 | 0.0% | 0.04% | -2.3% |
Q4 2022 | $246 | -99.9% | 4,078 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $220,000 | -6.0% | 4,078 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $234,000 | -10.0% | 4,078 | 0.0% | 0.04% | +2.3% |
Q1 2022 | $260,000 | -3.3% | 4,078 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $269,000 | +12.1% | 4,078 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $240,000 | +9.6% | 4,078 | +10.9% | 0.04% | +10.3% |
Q2 2021 | $219,000 | +9.0% | 3,676 | +4.8% | 0.04% | +5.4% |
Q1 2021 | $201,000 | +6.3% | 3,506 | 0.0% | 0.04% | -11.9% |
Q4 2020 | $189,000 | +8.6% | 3,506 | 0.0% | 0.04% | -2.3% |
Q3 2020 | $174,000 | +14.5% | 3,506 | +4.9% | 0.04% | +7.5% |
Q2 2020 | $152,000 | +16.9% | 3,341 | 0.0% | 0.04% | -2.4% |
Q1 2020 | $130,000 | -19.8% | 3,341 | 0.0% | 0.04% | 0.0% |
Q4 2019 | $162,000 | +1.2% | 3,341 | -5.9% | 0.04% | -6.8% |
Q3 2019 | $160,000 | -16.7% | 3,551 | -14.9% | 0.04% | -18.5% |
Q2 2019 | $192,000 | +25.5% | 4,174 | +17.5% | 0.05% | +31.7% |
Q1 2019 | $153,000 | +12.5% | 3,551 | 0.0% | 0.04% | +2.5% |
Q4 2018 | $136,000 | -13.4% | 3,551 | 0.0% | 0.04% | -9.1% |
Q3 2018 | $157,000 | +115.1% | 3,551 | +99.0% | 0.04% | +91.3% |
Q2 2018 | $73,000 | -11.0% | 1,784 | -12.0% | 0.02% | -14.8% |
Q1 2018 | $82,000 | -2.4% | 2,028 | 0.0% | 0.03% | -3.6% |
Q4 2017 | $84,000 | +33.3% | 2,028 | +22.0% | 0.03% | +27.3% |
Q3 2017 | $63,000 | -17.1% | 1,662 | -19.4% | 0.02% | -21.4% |
Q2 2017 | $76,000 | -9.5% | 2,062 | -13.2% | 0.03% | -12.5% |
Q1 2017 | $84,000 | +6.3% | 2,375 | 0.0% | 0.03% | -3.0% |
Q4 2016 | $79,000 | – | 2,375 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |