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 | $35,473,320 | +0.4% | 558,722 | +5.4% | 5.30% | -2.3% |
| Q2 2023 | $35,348,533 | +9.4% | 530,281 | +2.3% | 5.42% | -0.2% |
| Q1 2023 | $32,308,316 | +8.0% | 518,259 | +4.6% | 5.44% | +1.7% |
| Q4 2022 | $29,916,421 | +14.8% | 495,633 | +2.5% | 5.34% | +1.4% |
| Q3 2022 | $26,067,000 | -5.7% | 483,534 | +0.2% | 5.27% | +0.6% |
| Q2 2022 | $27,649,000 | -4.0% | 482,448 | +6.7% | 5.24% | +9.5% |
| Q1 2022 | $28,790,000 | +1.7% | 452,171 | +5.2% | 4.78% | +7.2% |
| Q4 2021 | $28,295,000 | +32.1% | 429,627 | +18.0% | 4.46% | +19.7% |
| Q3 2021 | $21,426,000 | +21.6% | 364,139 | +23.3% | 3.72% | -23.3% |
| Q2 2021 | $17,627,000 | +21.4% | 295,403 | +16.3% | 4.85% | +5.7% |
| Q1 2021 | $14,521,000 | +12.4% | 253,902 | +6.1% | 4.59% | +13.0% |
| Q4 2020 | $12,914,000 | +10.1% | 239,326 | +1.1% | 4.06% | -4.6% |
| Q3 2020 | $11,733,000 | +8.8% | 236,694 | -0.1% | 4.26% | -6.5% |
| Q2 2020 | $10,780,000 | +23.2% | 236,984 | +5.4% | 4.56% | -2.2% |
| Q1 2020 | $8,753,000 | +22.7% | 224,944 | +52.8% | 4.66% | +40.8% |
| Q4 2019 | $7,135,000 | +38.4% | 147,202 | +28.8% | 3.31% | +13.2% |
| Q3 2019 | $5,155,000 | +25.6% | 114,325 | +21.6% | 2.92% | +12.8% |
| Q2 2019 | $4,103,000 | – | 93,992 | – | 2.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |