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 | $31,557,169 | -3.1% | 497,041 | +1.8% | 0.12% | -3.2% |
| Q2 2023 | $32,553,330 | +157375.5% | 488,348 | +47.3% | 0.13% | +41.6% |
| Q1 2023 | $20,672 | +7.4% | 331,610 | +4.0% | 0.09% | -8.2% |
| Q4 2022 | $19,250 | -99.9% | 318,933 | +9.2% | 0.10% | +19.8% |
| Q3 2022 | $15,743,000 | +3.4% | 292,024 | +9.9% | 0.08% | 0.0% |
| Q2 2022 | $15,224,000 | +95.7% | 265,643 | +117.4% | 0.08% | +113.2% |
| Q1 2022 | $7,781,000 | +85.4% | 122,210 | +91.7% | 0.04% | +90.0% |
| Q4 2021 | $4,198,000 | +193.4% | 63,754 | +162.0% | 0.02% | +150.0% |
| Q3 2021 | $1,431,000 | +67.6% | 24,336 | +70.0% | 0.01% | +60.0% |
| Q2 2021 | $854,000 | +23.6% | 14,313 | +18.4% | 0.01% | 0.0% |
| Q1 2021 | $691,000 | -4.0% | 12,088 | -9.5% | 0.01% | 0.0% |
| Q4 2020 | $720,000 | +16.9% | 13,350 | +7.3% | 0.01% | -16.7% |
| Q3 2020 | $616,000 | +35.7% | 12,440 | +24.6% | 0.01% | +20.0% |
| Q2 2020 | $454,000 | -26.7% | 9,982 | -37.3% | 0.01% | -37.5% |
| Q1 2020 | $619,000 | -30.8% | 15,918 | -13.7% | 0.01% | -27.3% |
| Q4 2019 | $894,000 | +123.5% | 18,443 | +108.0% | 0.01% | +120.0% |
| Q3 2019 | $400,000 | -44.3% | 8,865 | -46.1% | 0.01% | -50.0% |
| Q2 2019 | $718,000 | -79.8% | 16,439 | -80.1% | 0.01% | -80.4% |
| Q1 2019 | $3,553,000 | – | 82,511 | – | 0.05% | – |
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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% |