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 2021 | $72,000 | -1.4% | 1,232 | +0.5% | 0.03% | -7.1% |
| Q2 2021 | $73,000 | +12.3% | 1,226 | +0.9% | 0.03% | -12.5% |
| Q1 2021 | $65,000 | 0.0% | 1,215 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $65,000 | +8.3% | 1,215 | +0.7% | 0.03% | -8.6% |
| Q3 2020 | $60,000 | +9.1% | 1,206 | +0.4% | 0.04% | -10.3% |
| Q2 2020 | $55,000 | +61.8% | 1,201 | +38.8% | 0.04% | +30.0% |
| Q1 2020 | $34,000 | +47.8% | 865 | +83.7% | 0.03% | +66.7% |
| Q4 2019 | $23,000 | +9.5% | 471 | +0.6% | 0.02% | -10.0% |
| Q3 2019 | $21,000 | +5.0% | 468 | +0.6% | 0.02% | +11.1% |
| Q2 2019 | $20,000 | +5.3% | 465 | +0.6% | 0.02% | +28.6% |
| Q1 2019 | $19,000 | +11.8% | 462 | +0.4% | 0.01% | +7.7% |
| Q4 2018 | $17,000 | – | 460 | – | 0.01% | – |
Download | ||||||
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% |