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 | $2,364,910 | +19.2% | 37,249 | +25.2% | 0.61% | +14.2% |
| Q2 2023 | $1,983,668 | +22.0% | 29,758 | +14.1% | 0.53% | +14.3% |
| Q1 2023 | $1,626,014 | +5.9% | 26,083 | +2.6% | 0.47% | -4.9% |
| Q4 2022 | $1,535,015 | +150.4% | 25,431 | +123.6% | 0.49% | +125.2% |
| Q3 2022 | $613,000 | -1.1% | 11,374 | +5.1% | 0.22% | +11.2% |
| Q2 2022 | $620,000 | +4.2% | 10,819 | +15.8% | 0.20% | +12.6% |
| Q1 2022 | $595,000 | -3.3% | 9,346 | +0.1% | 0.17% | +3.6% |
| Q4 2021 | $615,000 | +10.8% | 9,341 | -1.0% | 0.17% | -1.2% |
| Q3 2021 | $555,000 | -9.6% | 9,437 | -8.3% | 0.17% | -13.3% |
| Q2 2021 | $614,000 | +2.8% | 10,289 | -1.4% | 0.20% | -6.7% |
| Q1 2021 | $597,000 | +5.9% | 10,432 | -0.1% | 0.21% | -0.5% |
| Q4 2020 | $564,000 | +5.4% | 10,445 | -3.2% | 0.21% | -8.7% |
| Q3 2020 | $535,000 | -14.4% | 10,794 | -21.5% | 0.23% | -28.3% |
| Q2 2020 | $625,000 | – | 13,746 | – | 0.32% | – |
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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% |