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 | $324,435 | -4.5% | 5,110 | +0.3% | 0.03% | +3.3% |
| Q2 2023 | $339,633 | +51.5% | 5,095 | +41.7% | 0.03% | +36.4% |
| Q1 2023 | $224,113 | +2.3% | 3,595 | +4.7% | 0.02% | +4.8% |
| Q1 2022 | $219,000 | -72.8% | 3,435 | -71.8% | 0.02% | -72.7% |
| Q4 2021 | $806,000 | +16.3% | 12,194 | +3.5% | 0.08% | +4.1% |
| Q3 2021 | $693,000 | +8.5% | 11,777 | +9.9% | 0.07% | +10.4% |
| Q2 2021 | $639,000 | +6.3% | 10,715 | +2.0% | 0.07% | -5.6% |
| Q1 2021 | $601,000 | -68.1% | 10,503 | -85.5% | 0.07% | +195.8% |
| Q3 2018 | $1,884,000 | +119.1% | 72,538 | +105.3% | 0.02% | +140.0% |
| Q2 2018 | $860,000 | – | 35,329 | – | 0.01% | – |
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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% |