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 | $1,999,660 | -6.9% | 31,496 | -2.3% | 0.01% | +166.7% |
| Q2 2023 | $2,148,775 | +22.7% | 32,235 | +14.8% | 0.00% | -91.4% |
| Q1 2023 | $1,750,636 | +3.3% | 28,082 | +0.0% | 0.04% | +66.7% |
| Q4 2022 | $1,694,585 | +11.9% | 28,075 | -0.0% | 0.02% | +10.5% |
| Q3 2022 | $1,514,000 | -5.9% | 28,081 | +0.0% | 0.02% | -5.0% |
| Q2 2022 | $1,609,000 | -9.8% | 28,070 | +0.2% | 0.02% | +5.3% |
| Q1 2022 | $1,783,000 | -3.3% | 28,010 | +0.0% | 0.02% | +5.6% |
| Q4 2021 | $1,844,000 | +12.0% | 28,004 | +0.0% | 0.02% | -18.2% |
| Q3 2021 | $1,647,000 | -1.4% | 27,995 | +0.0% | 0.02% | -8.3% |
| Q2 2021 | $1,670,000 | +4.3% | 27,986 | -0.0% | 0.02% | -4.0% |
| Q1 2021 | $1,601,000 | +6.0% | 27,997 | +0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,511,000 | +3497.6% | 27,990 | +2770.8% | 0.02% | +1150.0% |
| Q1 2019 | $42,000 | +13.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $37,000 | – | 975 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |