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 | $971,844 | +3.7% | 12,452 | +1.2% | 0.06% | +11.1% |
| Q1 2024 | $937,497 | +8.5% | 12,305 | +0.1% | 0.05% | -3.6% |
| Q4 2023 | $864,110 | +36.6% | 12,295 | +23.4% | 0.06% | +21.7% |
| Q3 2023 | $632,490 | -1.4% | 9,962 | +3.5% | 0.05% | 0.0% |
| Q2 2023 | $641,578 | +7.4% | 9,625 | +0.5% | 0.05% | +7.0% |
| Q1 2023 | $597,271 | -6.3% | 9,581 | -9.3% | 0.04% | -10.4% |
| Q4 2022 | $637,538 | -6.4% | 10,562 | -16.3% | 0.05% | -14.3% |
| Q3 2022 | $681,000 | -44.5% | 12,626 | -41.0% | 0.06% | -44.0% |
| Q2 2022 | $1,226,000 | +47.4% | 21,397 | +63.7% | 0.10% | +81.8% |
| Q1 2022 | $832,000 | +87.0% | 13,073 | +93.5% | 0.06% | +96.4% |
| Q4 2021 | $445,000 | -80.1% | 6,756 | -88.4% | 0.03% | -90.8% |
| Q4 2018 | $2,232,000 | -17.9% | 58,233 | -5.1% | 0.30% | +0.3% |
| Q3 2018 | $2,719,000 | +6.8% | 61,340 | -1.0% | 0.30% | -1.3% |
| Q2 2018 | $2,545,000 | -4.4% | 61,950 | -6.1% | 0.31% | -11.0% |
| Q1 2018 | $2,663,000 | -0.8% | 65,979 | +1.8% | 0.35% | -5.5% |
| Q4 2017 | $2,685,000 | – | 64,792 | – | 0.37% | – |
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% |