WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 499 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $50,208,313 | +11.9% | 643,346 | +9.3% | 0.14% | +9.2% |
Q1 2024 | $44,858,051 | +15.6% | 588,765 | +6.6% | 0.13% | +0.8% |
Q4 2023 | $38,815,656 | +23.0% | 552,300 | +11.1% | 0.13% | +6.6% |
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% | – |
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% |