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 | $805,244 | -7.0% | 12,683 | -2.3% | 0.18% | -3.3% |
| Q2 2023 | $865,647 | +6.0% | 12,986 | -1.2% | 0.18% | +4.0% |
| Q1 2023 | $816,295 | -1.7% | 13,143 | -4.5% | 0.18% | -0.6% |
| Q4 2022 | $830,400 | +189.3% | 13,759 | +158.7% | 0.18% | +154.3% |
| Q3 2022 | $287,000 | -5.9% | 5,319 | 0.0% | 0.07% | +4.5% |
| Q2 2022 | $305,000 | -10.0% | 5,319 | 0.0% | 0.07% | -1.5% |
| Q1 2022 | $339,000 | -3.1% | 5,319 | 0.0% | 0.07% | -4.2% |
| Q4 2021 | $350,000 | +11.8% | 5,319 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $313,000 | -1.3% | 5,319 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $317,000 | +4.3% | 5,319 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $304,000 | +5.9% | 5,319 | 0.0% | 0.07% | -1.4% |
| Q4 2020 | $287,000 | +8.7% | 5,319 | 0.0% | 0.07% | -4.1% |
| Q3 2020 | $264,000 | +9.1% | 5,319 | 0.0% | 0.07% | +10.4% |
| Q2 2020 | $242,000 | +16.9% | 5,319 | 0.0% | 0.07% | +6.3% |
| Q1 2020 | $207,000 | +115.6% | 5,319 | +112.5% | 0.06% | +133.3% |
| Q4 2018 | $96,000 | +37.1% | 2,503 | +43.5% | 0.03% | +22.7% |
| Q1 2018 | $70,000 | – | 1,744 | – | 0.02% | – |
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% |