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 | $522,156 | -2.5% | 8,224 | +2.4% | 0.02% | 0.0% |
Q2 2023 | $535,434 | -3.7% | 8,032 | -10.0% | 0.02% | -13.0% |
Q1 2023 | $556,225 | +3.0% | 8,922 | -0.2% | 0.02% | -4.2% |
Q4 2022 | $539,775 | +13.6% | 8,943 | +1.6% | 0.02% | 0.0% |
Q3 2022 | $475,000 | -14.4% | 8,805 | +4.6% | 0.02% | -17.2% |
Q4 2021 | $555,000 | +21.7% | 8,420 | +8.6% | 0.03% | +7.4% |
Q3 2021 | $456,000 | -1.9% | 7,756 | -0.5% | 0.03% | -3.6% |
Q2 2021 | $465,000 | +9.9% | 7,794 | +5.3% | 0.03% | -3.4% |
Q1 2021 | $423,000 | +28.6% | 7,405 | +21.3% | 0.03% | +20.8% |
Q4 2020 | $329,000 | +6.5% | 6,103 | -2.0% | 0.02% | -11.1% |
Q3 2020 | $309,000 | +8.4% | 6,227 | -0.5% | 0.03% | -3.6% |
Q2 2020 | $285,000 | – | 6,256 | – | 0.03% | – |
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% |