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 | $478,543 | -7.9% | 7,537 | -3.2% | 0.04% | -4.3% |
| Q2 2023 | $519,333 | -6.2% | 7,790 | -12.3% | 0.05% | -9.6% |
| Q1 2023 | $553,806 | -36.2% | 8,883 | -38.3% | 0.05% | -41.6% |
| Q4 2022 | $868,583 | -99.9% | 14,390 | -20.3% | 0.09% | -17.6% |
| Q3 2022 | $973,134,000 | -44.8% | 18,051 | -41.4% | 0.11% | -44.3% |
| Q2 2022 | $1,764,086,000 | +3.3% | 30,781 | +14.8% | 0.19% | +19.8% |
| Q1 2022 | $1,708,213,000 | -3.8% | 26,821 | -0.5% | 0.16% | -1.8% |
| Q4 2021 | $1,775,549,000 | +5.2% | 26,959 | -6.0% | 0.16% | +3.1% |
| Q3 2021 | $1,687,988,000 | -1.6% | 28,687 | +1.7% | 0.16% | -3.6% |
| Q2 2021 | $1,715,592,000 | +2.5% | 28,209 | -3.6% | 0.17% | -2.9% |
| Q1 2021 | $1,674,406,000 | +5.0% | 29,277 | -1.0% | 0.17% | -5.0% |
| Q4 2020 | $1,595,088,000 | +19.6% | 29,560 | +9.8% | 0.18% | +6.5% |
| Q3 2020 | $1,334,072,000 | +8.9% | 26,912 | -0.0% | 0.17% | +1.2% |
| Q2 2020 | $1,224,730,000 | -2.2% | 26,923 | -16.4% | 0.17% | -18.1% |
| Q1 2020 | $1,252,495,000 | -11.0% | 32,189 | -0.2% | 0.20% | +17.9% |
| Q2 2019 | $1,407,633,000 | +7.8% | 32,248 | +6.3% | 0.17% | -2.3% |
| Q1 2019 | $1,305,837,000 | +9.8% | 30,325 | +13.1% | 0.18% | +7.9% |
| Q3 2018 | $1,188,835,000 | +33.0% | 26,817 | +23.1% | 0.16% | +26.2% |
| Q2 2018 | $893,657,000 | +216281.8% | 21,791 | +112.9% | 0.13% | +103.1% |
| Q1 2018 | $413,000 | -0.2% | 10,237 | +2.5% | 0.06% | -8.6% |
| Q4 2017 | $414,000 | +16.3% | 9,988 | +7.1% | 0.07% | +9.4% |
| Q3 2017 | $356,000 | +0.8% | 9,327 | -2.8% | 0.06% | -4.5% |
| Q2 2017 | $353,000 | +1.1% | 9,600 | -2.5% | 0.07% | +15.5% |
| Q1 2017 | $349,000 | +12.9% | 9,845 | +5.9% | 0.06% | +1.8% |
| Q4 2016 | $309,000 | – | 9,294 | – | 0.06% | – |
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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% |