WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 458 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,489 | +2.9% | 429 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $32,557 | +13.6% | 427 | +4.7% | 0.00% | 0.0% |
| Q4 2023 | $28,665 | -93.5% | 408 | -94.4% | 0.00% | -93.5% |
| Q4 2022 | $438,748 | +12.5% | 7,269 | +0.6% | 0.03% | -6.1% |
| Q3 2022 | $390,000 | -74.7% | 7,226 | -79.5% | 0.03% | -96.5% |
| Q2 2019 | $1,540,000 | +0.5% | 35,292 | -0.9% | 0.93% | +25.8% |
| Q1 2019 | $1,533,000 | – | 35,624 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |