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 | $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 | 7,248,815 | $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% |