WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,686,525 | +6.9% | 111,294 | +4.3% | 1.49% | +4.1% |
| Q1 2024 | $8,127,215 | +6.7% | 106,670 | -1.6% | 1.43% | -0.9% |
| Q4 2023 | $7,618,959 | +12.8% | 108,409 | +1.9% | 1.44% | +2.2% |
| Q3 2023 | $6,752,033 | -5.5% | 106,348 | -0.8% | 1.41% | -2.7% |
| Q2 2023 | $7,142,751 | -7.1% | 107,152 | -13.1% | 1.45% | -11.4% |
| Q1 2023 | $7,686,833 | -8.8% | 123,305 | -11.7% | 1.63% | -18.4% |
| Q4 2022 | $8,430,242 | +23.7% | 139,666 | +10.5% | 2.00% | +9.4% |
| Q3 2022 | $6,817,000 | -0.4% | 126,450 | +5.9% | 1.83% | +1.0% |
| Q2 2022 | $6,845,000 | -1.6% | 119,444 | +9.3% | 1.81% | +21.9% |
| Q1 2022 | $6,955,000 | -3.7% | 109,231 | -0.4% | 1.49% | +8.1% |
| Q4 2021 | $7,223,000 | +14.9% | 109,678 | +2.7% | 1.38% | +5.4% |
| Q3 2021 | $6,285,000 | +5.2% | 106,807 | +6.7% | 1.30% | +6.4% |
| Q2 2021 | $5,975,000 | +6.8% | 100,141 | +2.3% | 1.23% | -2.3% |
| Q1 2021 | $5,596,000 | +9.7% | 97,854 | +3.5% | 1.26% | +0.1% |
| Q4 2020 | $5,103,000 | +18.9% | 94,566 | +9.2% | 1.25% | +6.6% |
| Q3 2020 | $4,293,000 | +21.4% | 86,614 | +11.4% | 1.18% | +11.7% |
| Q2 2020 | $3,536,000 | +26.3% | 77,728 | +8.0% | 1.05% | +0.8% |
| Q1 2020 | $2,800,000 | -20.3% | 71,968 | -0.7% | 1.04% | +13.7% |
| Q4 2019 | $3,512,000 | +15.5% | 72,464 | +7.5% | 0.92% | +3.8% |
| Q3 2019 | $3,040,000 | -43.7% | 67,425 | -45.5% | 0.88% | -44.2% |
| Q2 2019 | $5,396,000 | +0.1% | 123,611 | -1.2% | 1.58% | -3.7% |
| Q1 2019 | $5,390,000 | -11.9% | 125,175 | -21.6% | 1.65% | -26.2% |
| Q4 2018 | $6,121,000 | – | 159,680 | – | 2.23% | – |
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% |