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 | $47,795,410 | +40.6% | 752,757 | +47.4% | 0.07% | +16.4% |
| Q2 2023 | $34,001,383 | +35.6% | 510,714 | +27.0% | 0.06% | +29.8% |
| Q1 2023 | $25,067,260 | -0.7% | 401,996 | -3.9% | 0.05% | -7.8% |
| Q4 2022 | $25,241,030 | +38.7% | 418,114 | +23.9% | 0.05% | +21.4% |
| Q3 2022 | $18,198,000 | +15.9% | 337,509 | +23.3% | 0.04% | +20.0% |
| Q2 2022 | $15,704,000 | -50.8% | 273,643 | -47.3% | 0.04% | -43.5% |
| Q1 2022 | $31,924,000 | -15.9% | 519,327 | -9.9% | 0.06% | -13.9% |
| Q4 2021 | $37,951,000 | +5.4% | 576,200 | -5.8% | 0.07% | -4.0% |
| Q3 2021 | $36,016,000 | -2.6% | 611,690 | -1.2% | 0.08% | -6.2% |
| Q2 2021 | $36,968,000 | +17.0% | 619,356 | +12.2% | 0.08% | +5.3% |
| Q1 2021 | $31,588,000 | -8.7% | 552,167 | -13.9% | 0.08% | -17.4% |
| Q4 2020 | $34,610,000 | +19.1% | 641,400 | +8.8% | 0.09% | +5.7% |
| Q3 2020 | $29,064,000 | +14.7% | 589,661 | +5.9% | 0.09% | +2.4% |
| Q2 2020 | $25,335,000 | +216.2% | 556,924 | -94.8% | 0.08% | +157.6% |
| Q1 2020 | $8,012,000 | – | 10,689,563 | – | 0.03% | – |
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% |