WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,295,763 | +2.4% | 29,414 | 0.0% | 0.38% | -0.8% |
| Q1 2024 | $2,241,053 | +8.4% | 29,414 | 0.0% | 0.38% | -0.3% |
| Q4 2023 | $2,067,216 | +10.7% | 29,414 | 0.0% | 0.38% | +5.8% |
| Q3 2023 | $1,867,495 | -4.8% | 29,414 | 0.0% | 0.36% | +5.2% |
| Q2 2023 | $1,960,737 | +6.9% | 29,414 | 0.0% | 0.34% | -5.0% |
| Q1 2023 | $1,833,669 | +3.3% | 29,414 | 0.0% | 0.36% | -4.2% |
| Q4 2022 | $1,775,429 | +6.4% | 29,414 | -5.0% | 0.38% | +16.0% |
| Q3 2022 | $1,669,000 | -1.0% | 30,968 | +5.3% | 0.33% | +94.0% |
| Q2 2022 | $1,686,000 | -10.0% | 29,414 | 0.0% | 0.17% | +3.1% |
| Q1 2022 | $1,873,000 | -26.5% | 29,414 | -23.9% | 0.16% | -20.9% |
| Q4 2021 | $2,547,000 | +47.1% | 38,669 | +31.5% | 0.21% | +35.5% |
| Q3 2021 | $1,731,000 | -50.7% | 29,414 | -50.0% | 0.15% | -10.6% |
| Q2 2021 | $3,510,000 | +108.7% | 58,828 | +100.0% | 0.17% | -0.6% |
| Q1 2021 | $1,682,000 | +7.8% | 29,414 | +1.8% | 0.17% | -3.9% |
| Q4 2020 | $1,560,000 | +8.5% | 28,894 | +4.2% | 0.18% | +0.6% |
| Q3 2020 | $1,438,000 | +24.9% | 27,738 | +16.9% | 0.18% | -19.5% |
| Q4 2019 | $1,151,000 | +3.6% | 23,729 | -18.1% | 0.22% | -32.9% |
| Q4 2018 | $1,111,000 | -4.8% | 28,977 | +7.0% | 0.33% | +6.5% |
| Q3 2018 | $1,167,000 | +514.2% | 27,083 | +485.7% | 0.31% | +262.4% |
| Q2 2018 | $190,000 | – | 4,624 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |