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 | $7,802,410 | +79.5% | 122,892 | +88.5% | 0.50% | -6.7% |
| Q2 2023 | $4,346,506 | -46.7% | 65,204 | -50.1% | 0.53% | +1.3% |
| Q1 2023 | $8,161,198 | +104.3% | 130,611 | +97.3% | 0.53% | -0.9% |
| Q4 2022 | $3,995,342 | -2.8% | 66,192 | -1.3% | 0.53% | -0.2% |
| Q3 2022 | $4,112,000 | -6.2% | 67,095 | -5.7% | 0.53% | -2.7% |
| Q2 2022 | $4,385,000 | +3.5% | 71,129 | -0.5% | 0.55% | -2.0% |
| Q1 2022 | $4,238,000 | -15.3% | 71,471 | -5.9% | 0.56% | +0.5% |
| Q4 2021 | $5,002,000 | +2.9% | 75,946 | -2.9% | 0.56% | +0.7% |
| Q3 2021 | $4,863,000 | -2.2% | 78,234 | -3.5% | 0.55% | -4.0% |
| Q2 2021 | $4,972,000 | +2.5% | 81,103 | -2.2% | 0.58% | -2.5% |
| Q1 2021 | $4,853,000 | +3.1% | 82,960 | -3.4% | 0.59% | -5.0% |
| Q4 2020 | $4,708,000 | -3.1% | 85,868 | -12.4% | 0.62% | -15.4% |
| Q3 2020 | $4,858,000 | -0.5% | 98,009 | -8.7% | 0.73% | -9.9% |
| Q2 2020 | $4,881,000 | +13.5% | 107,305 | -2.9% | 0.82% | -3.4% |
| Q1 2020 | $4,301,000 | -25.5% | 110,542 | -7.1% | 0.84% | -8.3% |
| Q4 2019 | $5,770,000 | +1.7% | 119,044 | -5.4% | 0.92% | -7.4% |
| Q3 2019 | $5,675,000 | +1.7% | 125,853 | -1.6% | 0.99% | -0.9% |
| Q2 2019 | $5,581,000 | -0.5% | 127,853 | -1.9% | 1.00% | -4.0% |
| Q1 2019 | $5,611,000 | +10.6% | 130,298 | -1.6% | 1.04% | -0.5% |
| Q4 2018 | $5,075,000 | -15.0% | 132,396 | -1.7% | 1.05% | -10.4% |
| Q3 2018 | $5,973,000 | +6.1% | 134,740 | -1.9% | 1.17% | -1.6% |
| Q2 2018 | $5,632,000 | -0.4% | 137,336 | -1.9% | 1.19% | -2.9% |
| Q1 2018 | $5,653,000 | -0.7% | 140,059 | +2.0% | 1.22% | +0.8% |
| Q4 2017 | $5,690,000 | +8.4% | 137,343 | -0.1% | 1.22% | +2.9% |
| Q3 2017 | $5,247,000 | +5.3% | 137,503 | +1.5% | 1.18% | +2.7% |
| Q2 2017 | $4,985,000 | +2.3% | 135,531 | -1.3% | 1.15% | -0.4% |
| Q1 2017 | $4,873,000 | +3.0% | 137,341 | -3.4% | 1.16% | -5.6% |
| Q4 2016 | $4,731,000 | -1.8% | 142,207 | -4.7% | 1.22% | -6.4% |
| Q3 2016 | $4,819,000 | -4.0% | 149,226 | -6.2% | 1.31% | -6.4% |
| Q2 2016 | $5,022,000 | +3.2% | 159,021 | +2.2% | 1.40% | -0.9% |
| Q1 2016 | $4,864,000 | +19.2% | 155,549 | +15.7% | 1.41% | +15.8% |
| Q4 2015 | $4,079,000 | +32.2% | 134,403 | +24.6% | 1.22% | +18.5% |
| Q3 2015 | $3,086,000 | +82.1% | 107,837 | +97.4% | 1.03% | +92.5% |
| Q2 2015 | $1,695,000 | – | 54,630 | – | 0.53% | – |
Download | ||||||
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% |