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 | $770,566 | +28.2% | 12,137 | +34.6% | 0.07% | +50.0% |
| Q2 2023 | $601,194 | +18.2% | 9,019 | +10.5% | 0.05% | +7.0% |
| Q1 2023 | $508,812 | +70.8% | 8,162 | +65.3% | 0.04% | +48.3% |
| Q4 2022 | $297,981 | +27.3% | 4,937 | +14.0% | 0.03% | +7.4% |
| Q3 2022 | $234,000 | -5.6% | 4,332 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $248,000 | -9.8% | 4,329 | +0.1% | 0.03% | +3.7% |
| Q1 2022 | $275,000 | -3.2% | 4,326 | +0.4% | 0.03% | -3.6% |
| Q4 2021 | $284,000 | +11.8% | 4,310 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $254,000 | -1.2% | 4,310 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $257,000 | +4.5% | 4,310 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $246,000 | +5.6% | 4,310 | 0.0% | 0.03% | -17.9% |
| Q4 2020 | $233,000 | +6.4% | 4,310 | -0.9% | 0.04% | -7.1% |
| Q3 2020 | $219,000 | -1.4% | 4,347 | -9.8% | 0.04% | -16.0% |
| Q2 2020 | $222,000 | +7.8% | 4,819 | -1.6% | 0.05% | -9.1% |
| Q1 2020 | $206,000 | -14.2% | 4,899 | -0.8% | 0.06% | -6.8% |
| Q4 2019 | $240,000 | +10.1% | 4,937 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $218,000 | -2.2% | 4,937 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $223,000 | +6.2% | 4,937 | +4.2% | 0.06% | -4.7% |
| Q1 2019 | $210,000 | – | 4,737 | – | 0.06% | – |
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% |