WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,866,261 | -0.2% | 60,896 | +4.8% | 4.42% | +3.4% |
| Q2 2023 | $3,872,872 | +11.5% | 58,099 | +4.3% | 4.27% | +6.5% |
| Q1 2023 | $3,472,598 | +12.4% | 55,704 | +8.8% | 4.01% | +5.9% |
| Q4 2022 | $3,089,829 | +9.9% | 51,190 | -1.9% | 3.79% | -0.1% |
| Q3 2022 | $2,812,000 | -2.0% | 52,170 | +4.2% | 3.80% | +2.3% |
| Q2 2022 | $2,868,000 | -11.3% | 50,050 | -1.4% | 3.71% | +2.6% |
| Q1 2022 | $3,233,000 | +0.1% | 50,778 | +3.5% | 3.62% | +1.9% |
| Q4 2021 | $3,231,000 | – | 49,055 | – | 3.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |