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 | $35,444,901 | -19.6% | 558,275 | -15.6% | 0.73% | -16.5% |
| Q2 2023 | $44,085,233 | +30.2% | 661,345 | +21.7% | 0.87% | -37.6% |
| Q1 2023 | $33,870,411 | -8.2% | 543,317 | -11.1% | 1.39% | -0.6% |
| Q4 2022 | $36,883,755 | +39.5% | 611,063 | +24.6% | 1.40% | -7.9% |
| Q3 2022 | $26,442,000 | +1.7% | 490,483 | +8.1% | 1.52% | -2.1% |
| Q2 2022 | $25,994,000 | +36.0% | 453,577 | +56.2% | 1.55% | +46.0% |
| Q1 2022 | $19,119,000 | -1.6% | 290,303 | -1.6% | 1.06% | +2.4% |
| Q4 2021 | $19,432,000 | +28.6% | 295,051 | +14.9% | 1.04% | +10.0% |
| Q3 2021 | $15,116,000 | +70.0% | 256,896 | +72.4% | 0.94% | +82.9% |
| Q2 2021 | $8,891,000 | +18.4% | 148,995 | +13.5% | 0.52% | -4.8% |
| Q1 2021 | $7,509,000 | +19.4% | 131,299 | +12.7% | 0.54% | +11.5% |
| Q4 2020 | $6,289,000 | +14.3% | 116,549 | +5.0% | 0.49% | +5.0% |
| Q3 2020 | $5,502,000 | +6.1% | 110,992 | -2.7% | 0.46% | -4.7% |
| Q2 2020 | $5,187,000 | +44.0% | 114,033 | +23.2% | 0.49% | +13.8% |
| Q1 2020 | $3,601,000 | -14.9% | 92,547 | +6.0% | 0.43% | -11.6% |
| Q4 2019 | $4,231,000 | +12.0% | 87,284 | +4.2% | 0.48% | -17.4% |
| Q3 2019 | $3,778,000 | +19.5% | 83,795 | +15.7% | 0.58% | +1.4% |
| Q2 2019 | $3,161,000 | +15.7% | 72,406 | +14.1% | 0.58% | -27.5% |
| Q1 2019 | $2,732,000 | +54.3% | 63,453 | +37.3% | 0.80% | +24.0% |
| Q4 2018 | $1,771,000 | -3.1% | 46,215 | +12.1% | 0.64% | +10.7% |
| Q3 2018 | $1,828,000 | – | 41,237 | – | 0.58% | – |
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% |