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 | $460,227,274 | -5.2% | 7,248,815 | -0.5% | 35.24% | +4.0% |
| Q2 2023 | $485,491,900 | +19.9% | 7,283,107 | +12.1% | 33.88% | +30.5% |
| Q1 2023 | $405,066,217 | +5.1% | 6,497,694 | +1.7% | 25.96% | +4.2% |
| Q4 2022 | $385,514,670 | +12.0% | 6,386,923 | +0.0% | 24.92% | +6.2% |
| Q3 2022 | $344,315,000 | +90.1% | 6,386,839 | +102.1% | 23.47% | +105.5% |
| Q2 2022 | $181,125,000 | -0.5% | 3,160,451 | +10.6% | 11.42% | -2.3% |
| Q1 2022 | $181,997,000 | – | 2,858,442 | – | 11.68% | – |
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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% |