WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,386,622 | -4.8% | 21,840 | -0.1% | 0.00% | 0.0% |
Q2 2023 | $1,457,255 | +7.0% | 21,861 | +0.1% | 0.00% | +33.3% |
Q1 2023 | $1,361,679 | +24898.7% | 21,842 | -75.8% | 0.00% | -78.6% |
Q4 2022 | $5,447 | -99.5% | 90,248 | +310.4% | 0.01% | +366.7% |
Q3 2022 | $1,185,000 | -7.7% | 21,990 | -1.8% | 0.00% | -25.0% |
Q2 2022 | $1,284,000 | -4.6% | 22,394 | +6.0% | 0.00% | +33.3% |
Q1 2022 | $1,346,000 | -1.6% | 21,136 | +1.8% | 0.00% | 0.0% |
Q4 2021 | $1,368,000 | +13.4% | 20,767 | +1.4% | 0.00% | 0.0% |
Q3 2021 | $1,206,000 | -5.4% | 20,487 | -4.2% | 0.00% | 0.0% |
Q2 2021 | $1,275,000 | +51.6% | 21,381 | +45.5% | 0.00% | +50.0% |
Q1 2021 | $841,000 | +38.1% | 14,694 | +30.2% | 0.00% | 0.0% |
Q4 2020 | $609,000 | +174.3% | 11,285 | +151.7% | 0.00% | +100.0% |
Q3 2020 | $222,000 | +8.8% | 4,484 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $204,000 | -19.7% | 4,484 | -31.4% | 0.00% | 0.0% |
Q1 2020 | $254,000 | -2.7% | 6,533 | +21.5% | 0.00% | 0.0% |
Q4 2019 | $261,000 | +24.9% | 5,377 | +16.2% | 0.00% | 0.0% |
Q3 2019 | $209,000 | +3.5% | 4,629 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $202,000 | -87.7% | 4,629 | -90.6% | 0.00% | -92.9% |
Q4 2016 | $1,643,000 | +16.8% | 49,394 | +13.3% | 0.01% | +7.7% |
Q3 2016 | $1,407,000 | – | 43,577 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |