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 | $1,918,291 | +32.6% | 30,214 | +39.3% | 0.02% | +31.2% |
| Q2 2023 | $1,446,143 | +1010.5% | 21,694 | +938.5% | 0.02% | +700.0% |
| Q1 2023 | $130,228 | -42.8% | 2,089 | -64.4% | 0.00% | -66.7% |
| Q4 2022 | $227,776 | -30.8% | 5,861 | +2.0% | 0.01% | +20.0% |
| Q2 2022 | $329,000 | -20.1% | 5,747 | -8.0% | 0.01% | -16.7% |
| Q4 2021 | $412,000 | +83.9% | 6,246 | +50.6% | 0.01% | -14.3% |
| Q4 2020 | $224,000 | +7.7% | 4,147 | -1.4% | 0.01% | 0.0% |
| Q3 2020 | $208,000 | -99.1% | 4,204 | +537.0% | 0.01% | +75.0% |
| Q2 2017 | $24,288,000 | – | 660 | – | 0.00% | – |
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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% |