WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 499 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,106,911 | -2.1% | 26,994 | -4.4% | 0.17% | -4.4% |
| Q1 2024 | $2,151,449 | +20.8% | 28,238 | +11.4% | 0.18% | +12.3% |
| Q4 2023 | $1,781,103 | +10.5% | 25,343 | -0.2% | 0.16% | -4.1% |
| Q3 2023 | $1,612,493 | -0.9% | 25,398 | +4.1% | 0.17% | -2.9% |
| Q2 2023 | $1,626,721 | +26.7% | 24,403 | +18.5% | 0.17% | +19.2% |
| Q1 2023 | $1,283,705 | +23.3% | 20,592 | +19.4% | 0.15% | +23.7% |
| Q4 2022 | $1,040,989 | +13.2% | 17,246 | +1.1% | 0.12% | -9.2% |
| Q3 2022 | $920,000 | +42.0% | 17,056 | +50.8% | 0.13% | +49.4% |
| Q2 2022 | $648,000 | -9.7% | 11,314 | +0.3% | 0.09% | +2.4% |
| Q1 2022 | $718,000 | -5.2% | 11,283 | -1.8% | 0.08% | -4.5% |
| Q4 2021 | $757,000 | +10.3% | 11,489 | -1.4% | 0.09% | -2.2% |
| Q3 2021 | $686,000 | -1.0% | 11,653 | +0.3% | 0.09% | -2.2% |
| Q2 2021 | $693,000 | +9.3% | 11,622 | +4.8% | 0.09% | +4.5% |
| Q1 2021 | $634,000 | +4.4% | 11,089 | -1.4% | 0.09% | -2.2% |
| Q4 2020 | $607,000 | – | 11,245 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |