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 | $27,491 | -66.8% | 433 | -67.5% | 0.00% | – |
Q2 2023 | $82,828 | -62.7% | 1,334 | -62.6% | 0.00% | -100.0% |
Q1 2023 | $222,180 | -32.1% | 3,564 | -34.3% | 0.00% | -50.0% |
Q4 2022 | $327,332 | +17.3% | 5,423 | +4.6% | 0.00% | 0.0% |
Q3 2022 | $279,000 | +84.8% | 5,183 | +96.7% | 0.00% | +100.0% |
Q2 2022 | $151,000 | -45.7% | 2,635 | -39.7% | 0.00% | -50.0% |
Q1 2022 | $278,000 | +2216.7% | 4,370 | +2224.5% | 0.00% | – |
Q4 2021 | $12,000 | -52.0% | 188 | -54.9% | 0.00% | – |
Q3 2021 | $25,000 | – | 417 | – | 0.00% | – |
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% |