WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,425 | -4.8% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $121,188 | +6.9% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $113,335 | +3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $109,735 | +12.0% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $98,000 | -5.8% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $104,000 | -10.3% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $116,000 | -3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $120,000 | +12.1% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $107,000 | -0.9% | 1,818 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $108,000 | +3.8% | 1,818 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $104,000 | +6.1% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $98,000 | +8.9% | 1,818 | 0.0% | 0.02% | -7.4% |
| Q3 2020 | $90,000 | +8.4% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $83,000 | +16.9% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $71,000 | -19.3% | 1,818 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $88,000 | +7.3% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $82,000 | +215.4% | 1,818 | +209.7% | 0.03% | +211.1% |
| Q2 2019 | $26,000 | – | 587 | – | 0.01% | – |
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% |