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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $826,000 | -54.7% | 17,050 | -57.5% | 6.40% | +72.0% |
Q3 2019 | $1,822,000 | +70.1% | 40,156 | +66.4% | 3.72% | +266.7% |
Q2 2019 | $1,071,000 | -31.1% | 24,133 | -32.9% | 1.02% | -19.4% |
Q1 2019 | $1,554,000 | +13.2% | 35,952 | +0.4% | 1.26% | -7.4% |
Q4 2018 | $1,373,000 | -3.9% | 35,815 | +11.2% | 1.36% | +10.8% |
Q3 2018 | $1,429,000 | +16.7% | 32,200 | +8.1% | 1.23% | -5.6% |
Q2 2018 | $1,225,000 | +8.4% | 29,777 | +6.6% | 1.30% | +19.2% |
Q1 2018 | $1,130,000 | -29.3% | 27,937 | -25.8% | 1.09% | -24.4% |
Q4 2017 | $1,598,000 | – | 37,648 | – | 1.44% | – |
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% |