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 | $275,974 | -4.7% | 4,347 | +0.0% | 0.13% | 0.0% |
Q2 2023 | $289,681 | +7.0% | 4,346 | +0.0% | 0.13% | +3.9% |
Q1 2023 | $270,847 | +3.3% | 4,345 | +0.0% | 0.13% | -1.5% |
Q4 2022 | $262,189 | +12.0% | 4,344 | +0.0% | 0.13% | +13.0% |
Q3 2022 | $234,000 | -4.5% | 4,342 | +1.7% | 0.12% | -2.5% |
Q2 2022 | $245,000 | -3.9% | 4,271 | +6.6% | 0.12% | +14.6% |
Q1 2022 | $255,000 | +2.8% | 4,007 | +6.6% | 0.10% | +28.8% |
Q4 2021 | $248,000 | +12.7% | 3,760 | +0.7% | 0.08% | +6.7% |
Q3 2021 | $220,000 | – | 3,735 | – | 0.08% | – |
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% |