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 | $300,752 | -4.8% | 4,737 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $315,768 | +104458.9% | 4,737 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $302 | -19.9% | 4,851 | -22.4% | 0.01% | -28.6% |
| Q4 2022 | $377 | -99.9% | 6,251 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $337,000 | -17.0% | 6,251 | -11.7% | 0.01% | -11.1% |
| Q2 2022 | $406,000 | -13.1% | 7,079 | -3.4% | 0.01% | 0.0% |
| Q1 2022 | $467,000 | – | 7,329 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |