WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 458 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,209,577 | +17.6% | 105,184 | +14.8% | 1.66% | +9.2% |
| Q1 2024 | $6,981,831 | +25.8% | 91,637 | +16.0% | 1.52% | +11.7% |
| Q4 2023 | $5,550,811 | +25.2% | 78,981 | +13.1% | 1.36% | +11.3% |
| Q3 2023 | $4,433,956 | +7.8% | 69,837 | +13.1% | 1.22% | +9.7% |
| Q2 2023 | $4,114,492 | +27.4% | 61,724 | +19.1% | 1.11% | +16.0% |
| Q1 2023 | $3,230,745 | +16.6% | 51,825 | +12.9% | 0.96% | +5.7% |
| Q4 2022 | $2,771,809 | +43.5% | 45,921 | +28.1% | 0.91% | +30.5% |
| Q3 2022 | $1,932,000 | +51.3% | 35,836 | +60.9% | 0.70% | +58.7% |
| Q2 2022 | $1,277,000 | +143.7% | 22,279 | +170.5% | 0.44% | +177.2% |
| Q1 2022 | $524,000 | – | 8,237 | – | 0.16% | – |
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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% |