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 | $35,438,719 | +4.4% | 558,178 | +9.6% | 5.72% | +4.6% |
| Q2 2023 | $33,946,561 | +8.0% | 509,249 | +1.0% | 5.47% | +0.2% |
| Q1 2023 | $31,445,085 | +8.5% | 504,413 | +5.0% | 5.46% | +2.2% |
| Q4 2022 | $28,991,957 | +18.7% | 480,317 | +6.1% | 5.34% | +3.0% |
| Q3 2022 | $24,416,000 | -1.1% | 452,894 | +5.2% | 5.19% | +2.1% |
| Q2 2022 | $24,682,000 | -2.7% | 430,670 | +8.1% | 5.08% | +9.9% |
| Q1 2022 | $25,360,000 | +23.1% | 398,305 | +27.3% | 4.62% | +22.1% |
| Q4 2021 | $20,601,000 | +1483.5% | 312,806 | +1314.4% | 3.79% | +1281.8% |
| Q3 2021 | $1,301,000 | – | 22,116 | – | 0.27% | – |
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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% |