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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $401,740 | +21.8% | 6,027 | +13.9% | 0.07% | +8.1% |
Q1 2023 | $329,913 | +3.4% | 5,292 | +0.1% | 0.06% | -6.1% |
Q4 2022 | $319,183 | +12.0% | 5,288 | +0.1% | 0.07% | +15.8% |
Q3 2022 | $285,000 | -6.2% | 5,282 | -0.4% | 0.06% | 0.0% |
Q2 2022 | $304,000 | -27.3% | 5,301 | -19.3% | 0.06% | -14.9% |
Q1 2022 | $418,000 | +9.1% | 6,565 | +13.0% | 0.07% | +19.6% |
Q4 2021 | $383,000 | +33.9% | 5,811 | +19.3% | 0.06% | +27.3% |
Q3 2021 | $286,000 | – | 4,869 | – | 0.04% | – |
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% |