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 | $357,005 | -10.6% | 5,623 | -6.2% | 0.09% | -6.9% |
| Q2 2023 | $399,494 | +14.7% | 5,993 | +7.2% | 0.10% | +21.7% |
| Q1 2023 | $348,356 | +3.3% | 5,588 | 0.0% | 0.08% | +2.5% |
| Q4 2022 | $337,292 | +17.1% | 5,588 | +4.5% | 0.08% | -1.2% |
| Q3 2022 | $288,000 | -5.9% | 5,348 | 0.0% | 0.08% | -15.5% |
| Q2 2022 | $306,000 | +3.0% | 5,348 | +14.7% | 0.10% | +21.2% |
| Q1 2022 | $297,000 | -20.2% | 4,663 | -17.4% | 0.08% | -19.2% |
| Q4 2021 | $372,000 | +9.4% | 5,643 | -2.5% | 0.10% | -2.0% |
| Q3 2021 | $340,000 | -4.0% | 5,785 | -2.4% | 0.10% | -3.8% |
| Q2 2021 | $354,000 | +7.6% | 5,927 | +3.1% | 0.10% | +1.9% |
| Q1 2021 | $329,000 | +5.8% | 5,747 | -0.3% | 0.10% | +1.0% |
| Q4 2020 | $311,000 | -3.4% | 5,767 | -11.3% | 0.10% | -1.0% |
| Q3 2020 | $322,000 | +8.8% | 6,502 | 0.0% | 0.10% | +56.1% |
| Q2 2020 | $296,000 | +17.0% | 6,502 | 0.0% | 0.07% | -13.2% |
| Q1 2020 | $253,000 | -12.8% | 6,502 | +8.6% | 0.08% | -40.2% |
| Q4 2019 | $290,000 | +9.4% | 5,987 | +1.8% | 0.13% | -4.5% |
| Q3 2019 | $265,000 | +6.0% | 5,882 | +2.7% | 0.13% | +2.3% |
| Q2 2019 | $250,000 | +1.2% | 5,727 | -0.1% | 0.13% | 0.0% |
| Q1 2019 | $247,000 | -0.4% | 5,732 | +2.4% | 0.13% | +4.0% |
| Q4 2018 | $248,000 | 0.0% | 5,597 | 0.0% | 0.12% | 0.0% |
| Q3 2018 | $248,000 | – | 5,597 | – | 0.12% | – |
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% |