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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $366 | +16.9% | 5,487 | +9.1% | 0.03% | +28.0% |
Q1 2023 | $313 | -100.0% | 5,028 | -94.6% | 0.02% | -94.9% |
Q4 2022 | $5,614,691,040 | +1362689.1% | 93,020 | +1116.6% | 0.49% | +1127.5% |
Q3 2022 | $412,000 | -54.9% | 7,646 | -51.8% | 0.04% | -56.5% |
Q2 2022 | $914,000 | +74.8% | 15,874 | +93.2% | 0.09% | +109.1% |
Q1 2022 | $523,000 | +7.0% | 8,215 | +11.0% | 0.04% | +4.8% |
Q4 2021 | $489,000 | +11.9% | 7,398 | +0.2% | 0.04% | -12.5% |
Q3 2021 | $437,000 | +45.7% | 7,382 | +0.4% | 0.05% | +14.3% |
Q2 2021 | $300,000 | -28.9% | 7,352 | 0.0% | 0.04% | -22.2% |
Q1 2021 | $422,000 | +1.2% | 7,352 | -6.4% | 0.05% | -8.5% |
Q4 2020 | $417,000 | +67.5% | 7,852 | +57.0% | 0.06% | +55.3% |
Q3 2020 | $249,000 | +2.5% | 5,002 | 0.0% | 0.04% | -9.5% |
Q4 2019 | $243,000 | +6.6% | 5,002 | -1.2% | 0.04% | -4.5% |
Q3 2019 | $228,000 | +3.2% | 5,064 | 0.0% | 0.04% | +2.3% |
Q2 2019 | $221,000 | +1.4% | 5,064 | 0.0% | 0.04% | -4.4% |
Q1 2019 | $218,000 | – | 5,064 | – | 0.04% | – |
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% |